Roles of a Portfolio Manager

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Roles of a Portfolio Manager


Define Portfolio Manager

Define Portfolio Manager A Portfolio Manager balances the contradicting demands between various projects and the stakeholders make investment plans to get guaranteed returns in the future


Roles of a Portfolio Manager

Roles of a Portfolio Manager Determine investment plans

Customize investment plans

Perform in a unbiased manner

Take decisions wisely


Qualities of Portfolio Managers

Qualities of Portfolio Managers

• Excellent analytical skills

A Portfolio Manger must possess

• Very good communication skills • Thorough knowledge of markets and investment products


Prerequisite to Become a Portfolio Manager

Prerequisite to Become a Portfolio Manager •

A secondary degree / diploma with minimum 7 years of portfolio management experience in past 15 continuous years OR, A Bachelor’s degree with i i u 4 years of portfolio management experience in past 15 continuous years Applicants should possess a minimum 8 years of professional business experience


Training with Multisoft Worldwide

Training with Multisoft Worldwide • Multisoft Worldwide offers boot camp PfMP Certification in both classroom and online mode • Aspirants achieve 6 PDUs after attending PfMP boot camp certification with Multisoft Worldwide


Thank You (+91) 8130666209 enquiry@multisoft-worldwide.com www.multisoft-worldwide.com


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