Portfolio Manager - NDPMS A leading wealth management firm is seeking to hire the undersaid . Portfolio Manager - NDPMS Role Overview : This role requires experience working in the equity markets mainly conducting equity research and fund management activity. Key Responsibilities : - Primary responsibility under NDPMS is to create, maintain and manage client's equity Portfolios tracking with stated mandate of beating the benchmark. - Periodic portfolio reviews / meetings with NDPMS and prospective clients covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. - Also double up as a support for NDPMS clients trade facilitation and ensure smooth trade facilitation. - Equity research which entails stock picking, understanding business models, management interactions and vetting them internally and including them in NDPMS clients' portfolios. - Responsible for growth in AUMs and revenues by being on joint calls with relationship managers and converting prospects to clients and increasing the share of wallet from the existing ones. - Ensuring adherence to client requirements, regulatory standards as well as all operating processes relating to the front office.

Mumbai

Manager - Non Discretionary Portfolio Management Service - Wealth Management Firm 

Job Description for Manager - Non Discretionary Portfolio Management Service - Wealth Management Firm  in Workforce Wisdom in  Mumbai for (6-12) years of experience. Apply Now!