Portfolio Expert
Posted on :
06-06-2024
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1 Vacancy
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Job Description
MAIN RESPONSIBILITIES:
The main responsibility of the PE is to bring in fresh assets into MF PMS and AIF through indepth portfolio reviews
of the clients holding with other financial entities. Provide research / updates to team members and
Super Investor Also training the team on portfolio reviews will be one of the key responsibilities.
The PE will be aiding a team in achieving asset gathering targets.
TO GUARANTEE:
Minimum productivity across team members in asset gathering
Training and upskilling team members to deliver asset gathering targets and
Utilising sales materials tools and pitches in order to ensure standardised client experience
Ring Fence the largest clients (by current and potential assets) of the base
To deliver broadbased effort by IS across clients
TO CONTRIBUTE:
Servicing and garnering assets from Super Investor in the given geography
Interact closely with the key stake holders
Make customers eligible for upgrade to other segments
MF & PMS
Employment Type
Full Time
Key Skills
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