Senior Portfolio Manager

3 days ago


Hyderabad Secunderabad Telangana Pune Chennai, India beBeeInvestor Full time ₹ 15,00,000 - ₹ 20,00,000

Role Overview

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The primary objective of this position is to develop and manage a portfolio of high net worth individuals and businesses, with a focus on generating revenue through trading and investment advisory services.

Key Responsibilities:

  • Acquire and service clients with a minimum book size of Rs. 25 lac and above.
  • Achieve revenue targets through broking/trading in equity, derivatives, currency, and commodity markets.
  • Cross-sell third-party products such as mutual funds, portfolio management services, and alternative investment funds.

Skills and Qualifications:

  • Strong understanding of financial markets, instruments, and risk management.
  • Excellent communication and interpersonal skills.
  • Ability to analyze client profiles and provide tailored investment advice.
  • Knowledge of regulatory requirements and compliance.

Benefits:

Opportunity to work with a dynamic team and contribute to the growth of the organization.

Professional development and training opportunities.

Competitive compensation and benefits package.

Others:

Develop and maintain strong relationships with clients and stakeholders.

Stay up-to-date with market trends and developments.

Investment Products: Mutual Funds, PMS, AIF, Structured Products

Skills: Private Client Group, PCG - Advisory, Stock Broking, Equity Trading, Wealth Management



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