Virtual Relationship Manager - Portfolio Management Services (PMS)

We are seeking a skilled and dynamic Virtual Relationship Manager to join our team specializing in Portfolio Management Services (PMS). The Virtual RM will be responsible for managing client portfolios remotely, providing personalized investment advice, and ensuring high levels of client satisfaction. The ideal candidate will possess strong financial acumen, excellent communication skills, and the ability to build and maintain long-term client relationships in a virtual environment.

Key Responsibilities:

1. Portfolio Management: Manage client portfolios in accordance with their investment objectives, risk tolerance, and financial goals.

2. Virtual Client Engagement: Proactively engage with clients via virtual channels (phone calls, video conferences, emails, etc.) to understand their investment needs, provide investment advice, and address any inquiries or concerns.

3. Relationship Building: Build and maintain strong, trusting relationships with clients by delivering exceptional service, demonstrating expertise in investment management, and offering value-added insights.

4. Performance Monitoring: Regularly monitor and evaluate the performance of client portfolios, making necessary adjustments to ensure alignment with investment objectives and market conditions.

5. Compliance and Risk Management: Adhere to regulatory requirements and internal policies governing portfolio management activities, ensuring compliance at all times.

6. Collaboration: Collaborate with internal teams such as research analysts, investment advisors, and operations to deliver comprehensive solutions and enhance the client experience.

7. Continuous Learning: Stay abreast of industry developments, market trends, and investment strategies through ongoing education and professional development initiatives.

Qualifications:

Compulsory - NISM XXI A Certified

1. Bachelor's degree in Finance, Economics, Business Administration, or related field. Master's degree or professional certification (CFA, CFP) preferred.

2. Minimum of 2-5 years of experience in financial services, with a focus on portfolio management and investment advisory.

3. Strong understanding of financial markets, investment products, and wealth management principles.

4. Excellent communication skills, both verbal and written, with the ability to articulate complex concepts in a clear and concise manner.

5. Proficiency in virtual communication tools and platforms (e.g., Google Meet, Zoom, Microsoft Teams, etc.).

6. Client-centric mindset with a commitment to delivering exceptional service and exceeding client expectations.

7. Analytical mindset with the ability to interpret data, conduct research, and make informed investment decisions.

8. Proactive and self-motivated individual with the ability to work effectively in a virtual team environment.

9. Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.

10. Understanding of regulatory requirements and compliance standards applicable to portfolio management services.