Job description
Portfolio & Compliance Manager
Roles and Responsibilities
- Will be responsible for primarily selling Equity based investment products & PMS.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as an when required.
- Handle Compliance related matters.
Desired Candidate Profile
- Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
- Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills
Perks and Benefits
Role: Performance Management Manager
Industry Type: Banking, Financial Services, Broking
Functional Area: HR, Recruitment, Administration, IR
Employment Type; Full Time, Permanent
Role Category: HR/ Recruitment / IR
Education
UG :B.Com in Any Specialization
PG :MBA/PGDM in Finance, Marketing