Portfolio Expert - Pune
1 month ago
Job summary
To spearhead activation and servicing for demat holdings in the given Region Zone Cluster Support target fulfilment for MF Net Equalized Sales Lumpsum PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist IS Sr. IS V. IS who are responsible for asset gathering and generating the overall revenue of the segment through the existing acquired Super Investor customer base Bring in fresh assets into MF PMS AIF through in-depth portfolio reviews of the clients Provide research updates to team members Super Investor clients company Training team on portfolio reviews will one key responsibilities Minimum productivity across team members asset gathering Servicing garnering assets Super Investors company geography Interact closely with key stakeholders Make customers eligible upgrade other segments years work experience financial services industry relevant regulatory certifications Should have great client management skills Strong analytical skills interpret market business information
Job description
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