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Job_Portfolio Manager_Bengaluru Designation: Portfolio Manager Job Type: Permanent Educational qualification: Any Qualification Experience: 1+ Year Mandatory Salary: Depending on interview and Experience Work Location Bengaluru Interested candidates, please drop your resume. Whats app your resume- 90352 00044 Thanks & Regards, 90352 00044 Key Responsibilities - Manage a portfolio of 100300 assigned clients proactive outreach, relationship maintenance, and annual financial reviews. - Conduct structured portfolio review calls and meetings, presenting performance summaries and recommending suitable rebalancing. - Identify and execute upsell and cross-sell opportunities additional SIPs, goal-based investments, and recent product categories. - Track and reduce client attrition flag at-risk clients early and take corrective action. - Coordinate with the operations team for seamless transaction execution post-client instruction. - Maintain detailed call logs and follow-up records in CRM; ensure 100% touchpoint coverage for the assigned book. Compensation: 300,000.00 - 500,000.00 per year Benefits: - Provident Fund Work Location: In person .