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Portfolio Development Manager

Bangalore
Full-Time
Mid-Level: 4 to 6 years
Posted on Feb 24 2024

About the Job

Skills

PORTFOLIO
Portfolio Management
Wealth Management Services
Investment Management
SALES
BUSINESS



Gender: Both male and female candidates preferred

.


Responsibilities:


•Identify and engage withhigh

-

net

-

worth individuals and families to promote investment opportunities


offered by the company.


Develop and cultivate robust relationships with prospective investors, specifically those who exhibit a keen


interest in the automotive, real estate, and luxury sectors.


Present and promote investment products and services that are customized to meet the specific needs of


individual clients. This includes a strong emphasis on the company's diverse verticals, such as retail,


construction, real estate, and fashion.


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


Stay abreast of market trends, investment strategies, and regulatory changes to offer well

-

informed


recommendations to clients.


Exceed sales targets by skillfully prospecting, presenting, and finalizing investment deals.


Deliver 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 successfully selling


products or services valued at Rs. 1 crore and above, preferably in the automobile, real estate, or high

-

end


luxury sectors.


A background in investment management, wealth

management, or related fields is highly desirable


Possess strong networking and relationship

-

building skills, with a demonstrated ability to engage high net


worth individuals


Excellent communication

and presentation

skills to

effectively

and

convincingly

articulate

complex


investment concepts.


Proven track record of achieving or surpassing sales targets, demonstrating a results

-

oriented mindset.


In

-

depth understanding of financial markets, investment products, and regulatory compliance.


Possess a Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications


such as CFA or MBA would be highly beneficial.


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 offers an

exciting opportunity to contribute to our world

-

class luxury fashion projec


About the company

Forte recruitment consultant, India has been established as an extended arm of Flamingo Management Consultant, UAE. We were established in 2006 to service corporate clients with recruitment and recruitment related services. As a pioneer recruiting firm, Forte provides clients with unparalleled reach across industry sectors. We have been setting new benchmarks in excellence by providing clients wit ...Show More

Industry

Computer Software

Company Size

2-10 Employees

Headquarter

Kochi

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