Portfolio Manager

Across Boundaries Pvt. Ltd.

1 to 6 yrs. Gurgaon
Apply without registration
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.


Job Posted by


IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines and Terms and Conditions for more comprehensive information on this aspect.