Finoviser Financial Services LLP

Portfolio Manager

Navi Mumbai, Maharashtra, India

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hirly's read of this role

Seniority: Lead / management
Country: IN
Work mode: On-site / unstated
First seen by hirly: 7 Oct 2026

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the posting

Analyse client’s financial status (e.g., income, expenses and liabilities) Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) Develop sound financial plan and budgets for clients according to their changing needs. Help clients implement their plans and carry out transactions. Present and sell suitable financial products and services. Build strong relationships to retain existing clients. Maintain updated knowledge of regulations, practices and financial p…

Original posting on Finoviser Financial Services LLP's site ↗

Listed on hirly, a job board. hirly is not the employer: Finoviser Financial Services LLP is hiring for this role.

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