Assistant Vice President - Portfolio Management @ Corenza

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Assistant Vice President - Portfolio Management

Corenza
8 - 12 years
Mumbai
2 months ago
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Job Description

Manage clients with 15 Cr+ investable surplus. Drive financial planning, portfolio execution, PMS/AIF servicing, MIS delivery, revenue growth, asset allocation, compliance, and client engagement in Wealth Management.

Required Candidate profile

Post Graduate / MBA from a reputed institute.
Minimum of 8 - 12 years of experience.
Must have experience of client acquisition of +1 Cr.

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Portfolio Manager
Employement Type: Full time

Contact Details:

Company: Corenza
Location(s): Mumbai

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Keyskills: Portfolio Management Client Acquisition Asset Allocation Sales Strategy HNI Acquisition HNI Private Banking Cross Selling HNI Client Handling AUA Wealth Management HNI Sales Aum Portfolio Ultra Hni PMS Client Servicing Investment Advisory Investment Products

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Corenza

Company DetailsCorenza

Assistant Vice President - Portfolio Management @ Corenza

Home > Trading, Asset & Wealth Management