Manager Investment

3 - 8 years

4.0 - 9.0 Lacs P.A.

Ahmedabad, Rajkot, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

SalesInsurance SalesInvestment AnalysisInvestment sellingWealth ManagementPortfolio ManagementInvestment AdvisoryInvestment ProductsInvestment

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Investor Manager will be responsible for developing and managing relationships with stakeholders and clients, driving investment sales, and providing strategic investment insights to achieve financial targets and portfolio growth. Key Responsibilities: Investment Strategy Development: Formulate and implement investment strategies that align with clients' financial goals and risk tolerance. Client Relationship Management: Build and maintain strong relationships with clients, understanding their investment needs and providing tailored solutions. Portfolio Management: Monitor and manage investment portfolios to maximize returns and ensure alignment with clients' objectives. Market Analysis: Conduct thorough analysis of financial markets, securities, and investment products to assess risks and evaluate potential returns. Sales and Business Development: Identify and pursue new business opportunities, aiming to expand the client base and increase assets under management. Compliance and Reporting: Ensure all investment activities comply with regulatory standards and prepare detailed reports for clients and internal stakeholders. Qualifications: Bachelor's degree in Finance, Economics, or a related field; MBA or relevant certifications (e.g., CFA) preferred. Proven experience (5-10 years) in investment sales and portfolio management within the financial services industry. Strong understanding of financial markets, investment products, and risk management strategies. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Demonstrated ability to develop and execute successful investment strategies. Proficiency in financial analysis tools and software. Preferred Skills: Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. High level of integrity and professionalism. Adaptability to a dynamic and fast-paced work environment

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