Job Detail

A holding company promoting luxury investments:

Position: Portfolio Development Manager 

Locations: Kozhikode and Bangalore

No. of positions: 4 Nos. (Calicut 02, Bangalore 02)

Must have excellent communication skills in Malayalam & English languages

Overview

The company is currently seeking a highly skilled and motivated Portfolio Development Manager to join our esteemed team. We are looking for an individual with a proven track record in securing investments and extensive experience in portfolio development.

Job Type: Full-time

Age Range: 30-40 years

Gender: Both male and female candidates preferred.

Responsibilities:

• Identify and engage with high-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. (Salary Range 35 K to 50 per Month)

• 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 projects.