Portfolio Manager

Across Boundaries Pvt. Ltd.

1 to 6 yrs. Gurgaon
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Posted on 10 Feb 2017

Job Description

*Client acquisition and business development by direct/indirect sales.
*Offer customized portfolio solutions to HNI / UHNI clients based on their risk/ return and liquidity profile.
*Maximize revenue generation and lead closures by using social and public media marketing campaigns.
*Identifying customers, give presentation and close the deals.
*Develop Square Yards as a brand by ensuring service standards in line with company policies.
*Exploring new business development opportunities by leveraging client relationships developed over the years in previous work assignments.
*Meeting NRI clients & giving investment solutions & designing portfolios for them.
*Strong client focus including pre and post sales services for long term wealth retention.

Keyskills

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