Assistant Portfolio Manager Resume Examples

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.

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