Portfolio Manager

Caliber Hunt is seeking a highly experienced and strategic Portfolio Manager to join our team. The ideal candidate will have a proven track record in financial markets and a deep understanding of investment strategies to manage and grow client wealth. This role is central to our client relationships, requiring you to provide expert financial planning, portfolio management, and investment advice.

Key Responsibilities

• Develop and implement strategies to maximize client wealth.
• Act as the primary point of contact for client interaction, handling their financial needs and inquiries.
• Manage the process for new client registration and onboarding.
• Conduct in-depth analysis to select and manage stocks/investments at the right price.
• Prepare and disseminate performance reports, comparing portfolio performance with peer benchmarks.
• Develop policies for sharing, onboarding, and picking of stocks.
• Provide expert advice on Alternative Investments and various financial strategies.
• Conduct comprehensive client financial planning and portfolio re-balancing.

Experience and Qualifications

• Minimum of 10 years of experience, with the last 3 years specifically in Stock Broking, PMS (Portfolio Management Services), or Mutual Funds.
• Post-Graduate degree with an added qualification of NISM in Research or PMS.