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Portfolio Manager cum Client Coordiantor

Require Portfolio Manager-Cum-Client Coordinator for a leading retail broking company. Candidates with experience in share broking only need to apply.

1) Building and maintaining profitable relationships with key customers.

2) Overseeing the relationship with customers handled by your team.
3) Resolving customer complaints quickly and efficiently.
4) Keeping customers updated on the latest products in order to increase sales.
5) Meeting with managers in the organization to plan strategically.
6) Understanding key customer individual needs and addressing these.
7) Conducting business reviews using CRM programs.
8) Knowing your competition and strategizing accordingly.


>A bachelor’s degree in Administration or related field.
>A minimum of 3 years’ experience in financial sector.
>Excellent interpersonal and communication skills.
>Proficient in all Microsoft applications.
>Superior product knowledge.
>A team player with leadership skills.
>Maintain a positive attitude focused on customer satisfaction.

Job Type: Full-time

Salary: ₹300,000.00 - ₹500,000.00 per year


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