assistant portfolio manager
- Recommended investment strategies to meet client financial objectives .
- Drove retailer engagement, improved retailer satisfaction and earned retailer advocacy through communication and relationship management .
- Generate New HNI clients for portfolio .
- Cross selling a wide array of products across multiple platforms
assistant portfolio manager
- Responsible for sales with focus on achieving predefined sales target and growth.
- Responsible for planning monthly & quarterly sales targets and executing them in given period.
- Analyzing latest marketing trends and tracking competitor’s activities and providing valuable.
- Fine tuning sales & marketing strategies; initiating market development efforts.
- Report on sales activities to management.
- Making sales for both commercial & residential projects and planning for brand promotion.