RM - PMS - AIF - Mumbai

Description

We are seeking a highly skilled and experienced RM - PMS - AIF professional to join our team in Mumbai. The successful candidate will have a proven track record of managing portfolios and providing excellent client service. The role requires a deep understanding of the Indian job market, as well as strong technical skills in portfolio management, risk assessment, and investment analysis.

Responsibilities

• Develop and manage customized investment portfolios for clients
• Provide ongoing investment advice and guidance to clients
• Conduct regular market research and analysis to identify investment opportunities
• Monitor and assess portfolio performance, and make adjustments as needed
• Ensure compliance with regulatory requirements and company policies
• Provide exceptional client service, building and maintaining strong relationships with clients

Skills and Qualifications

Education

Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), MBBS, Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Music, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Health Science, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA / ALB)

Skills Required

Wealth Management, Portfolio Management, investment strategies, asset allocation, Financial Modeling, Market Analysis, alternative investments, Client Relationship