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04/03 HR
HR at Shinewell Consultants

Views:39 Applications:23 Rec. Actions:Recruiter Actions:3

Portfolio Development Manager - Sales - Investment Product (5-15 yrs)

Bangalore/Cochin/Kochi Job Code: 315495

Job Description: Portfolio Development Manager

Location : Bangalore and Kochi

Job Type : Full-time

Age Range : 30-40 years

CTC : 10 - 12 LPA

No. Of Positions : Bangalore : 2

Kochi : 1

Experience : 5 - 6 years Gender: Both male and female candidates preferred

Responsibilities : Identify and engage with high net worth individuals and families to promote investment opportunities with the company.

- Develop and maintain strong relationships with potential investors, particularly those interested in the automobile, real estate, and luxury segments.

- Present and promote investment products and services tailored to the needs of individual clients, focusing on the company's diverse verticals including retail, construction, real estate, and fashion.

- Collaborate with internal teams to customize investment solutions and address client inquiries or concerns.

- Stay updated on market trends, investment strategies, and regulatory changes to provide informed recommendations to clients.

- Achieve and exceed sales targets by effectively prospecting, pitching, and closing investment deals.

- Provide regular reports and updates on sales activities, client interactions, and market insights to management.

Requirements :

- Proven experience in sales or business development, with a strong track record of selling products or services worth Rs. 1 crore and above, preferably in the automobile, real estate, or high-end luxury segments.

- Background in investment management, wealth management, or related fields is highly desirable.

- Strong networking and relationship-building skills with a demonstrated ability to engage high net worth individuals.

- Excellent communication and presentation abilities to articulate complex investment concepts clearly and persuasively.

- Results-driven mindset with a track record of meeting or exceeding sales targets.

- Knowledge of financial markets, investment products, and regulatory requirements.

- Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications such as CFA or MBA would be advantageous.

Benefits :


- Competitive salary and incentive package based on performance.


- Opportunities for career growth and advancement within the organization.


- Comprehensive training and development programs to enhance professional skills.


- Dynamic and collaborative work environment with a focus on innovation and excellence.

- This role includes the exciting opportunity to contribute to our world-class luxury fashion project in London.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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