Client Portfolio Manager

Location: Koramangala,Bangalore

Department: Wealth/Equity

Key Responsibilities:

Key Roles / Responsibilities

• Plan the day’s work with emphasis on leads to be contacted basis the
• importance of the Wealth Advisory funnel and size
• 
  - Identify fitment of Wealth Advisory products matching the client’s investing goals
• 
  - Interact with potential customers with the emphasis on high quality
• lead conversions.
• 
  - Proactively follow up leads assigned by Wealth Advisory Head and report the
• progress with mitigation plan on how to achieve the results as well.
• 
  - Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
• 
  - Contribute to the team performance by sharing and implementing Best
• Practice Ideas.
• 
  - Disseminate the learnings/ good practices across team(s) so that the
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