Senior Portfolio Manager

15 hours ago


Madurai, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 2,50,00,000

Job Overview

The role of a Chief Manager - Wealth Management is pivotal in delivering exceptional service to clients, building strong relationships, and providing tailored solutions.

Main Responsibilities:

  • Client Solutions
    • Develop and offer customized solutions based on client needs
    • Cultivate strong relationships with existing clients and acquire new ones through strategic cross-selling
  • Portfolio Management
    • Regularly review and enhance client portfolios to optimize returns
    • Provide timely updates on market trends and investment opportunities
  • Marketing and Outreach
    • Collaborate with regional teams to implement effective marketing strategies
    • Maintain relationships with key stakeholders to drive business growth

Requirements:

  • 7-12 years of experience in wealth management, financial planning, and investment advisory
  • Possession of requisite certifications (optional)
  • Experience across various wealth instruments, including insurance, FD, mutual funds, PMS, and AIF
  • A proven track record of Asset Under Management (AUM) generation
  • A minimum AUM size of ₹30 crores

Work Environment: Madurai, India

Industry: Financial Services

Salary Range: ₹15 lakhs - ₹25 lakhs per annum



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