Future Head Start

Mumbai/ Delhi NCR/ South India 15 Dec 2021 www.futureheadstart.com

Job Title

Investment Portfolio Manager

Job City

Mumbai/ Delhi NCR/ South India

Company Profile

We are a recruitment firm focused on the BFSI segment. We are hiring for our client, a leading BANK for its Wealth Planning division, Portfolio Managers across 3 regions.

Job Profile & Responsibilities

  • Experience: 2-5 years/ CTC: up to 12 lacs (based on current & and industry-based norm hikes) Job Description:
    Investment strategy
  •  Define Investment strategy; asset allocation basis the prevailing market conditions
  • Be up-to-date with Equity and Debt markets by going through investment reports/concalls Product Selection
  • Develop and manage the fund selection models
  • Product Due diligence to understand the qualitative aspects of the products
  • Financial Planning and Wealth Protection
  • Financial goal setting and planning and preparing investment proposals for the clients
  • Asset allocation and Portfolio construction
  • Portfolio review and rebalancing as and when required
  • Engaging with Sales Team and help in product penetration via product and research support knowledge Requirement:
  • Knowledge of all the Asset classes – Equity, Fixed income, Structured Products, Real Estate, FX, Commodities, and International Markets\
  •  In-depth knowledge of Wealth Management products – Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
  • Knowledge of taxation implications for various investment products
  • Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc.
  • Behavioural Skills:
  • Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player,
  • Networking Ability, Ability to work under time pressure, and adhere to deadlines.
  • Technical (Software / IT related) Skills:
  • Strong on Excel sheet and Presentation skills

Prefered Qualifications

Graduate with CFP,QPFP / MBA

Desired Candidate Profile

Has at least 2 years of experience in Financial Planning. Review and comment on existing portfolio. Provided recommendations for changes in plan as per risk appetite. Additional knowledge of Mutual Fund Selection, ability to employ statistical parameters Scheme/ fund selection would be an advantage. FRESHERS would not qualify

Additional Details

Apply mentioning the following: 1. Current CTC 2. Expected CTC 3. Notice duration 4. Preferred Location/ Region

Salary Range

From - 5 - 12Lakhs P.A

How to Apply