
Senior Portfolio Strategist
1 week ago
We are seeking a highly skilled Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the banking and investments relationship of high net worth clients and driving business growth.
- You will develop, manage, and expand customer relationships by providing exceptional service that exceeds client expectations.
- Identify opportunities to grow business through current and potential relationships with additional revenue potential.
- Generate incremental business through sales targets spread across liabilities, retail assets, business banking, FOREX, cards, and investments.
- Sell the full range of consumer and commercial products to current and potential relationships.
- Increase CASA balance in allocated portfolios through deepening or acquisition.
- Drive higher product and channel penetration to deepen mapped relationships and increase wallet share.
- Maintain portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
- Be the face to the client and first point of contact for service and sales satisfaction.
- Provide financial planning and investment advisory services to high net worth clients.
- Relevant experience of 4-5 years in wealth asset management, investment advisory, HNI client relationship, Forex, and trading.
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Senior Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 16,00,000Job Title: Senior Portfolio StrategistAbout the Role:Analyze customer needs for assigned brand portfolios.Manage brands and team members to drive business revenue with efficient resource utilization.Strengthen product portfolio by introducing key products that enhance brand value.Implement customer-centric marketing strategies to boost market share of the...
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Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeeStrategy Full time ₹ 80,00,000 - ₹ 1,50,00,000Job Title: Portfolio StrategistThis role involves developing and implementing strategies to expand our product portfolio.The ideal candidate will have 3-6 years of experience in brand management, with a strong understanding of market dynamics and competitive behavior.Key responsibilities include designing product roadmaps, collaborating with cross-functional...
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Regional Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 1,20,00,000 - ₹ 2,50,00,000Job Title: Regional Portfolio StrategistAbout the RoleWe are seeking an experienced professional to join our team as a Regional Portfolio Strategist.The successful candidate will have a strong background in IT services and experience in managing regional product portfolios.Main ResponsibilitiesPortfolio Development:Setting targets with vendors based on...
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Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Job Opportunity:Role OverviewWe are seeking a skilled Portfolio Strategist to join our team. This individual will be responsible for designing and managing investment portfolios with a focus on long-term growth, risk management, and compliance.Key ResponsibilitiesInvestment Strategy & Portfolio Management:Develop and implement investment strategies that...
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Portfolio Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Title: Investment StrategistKey Responsibilities:Build asset under management without sales-based assignmentsPrepare high-quality, customized investment insights, documents, and reviews for prospects and clients within a specified timeframeUnderstand various investment options and provide tailored recommendations based on clients' or prospects'...
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Generic Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeGenerics Full time ₹ 8,00,000 - ₹ 12,00,000We are seeking a seasoned Generic Portfolio Strategist to drive growth, visibility, and market share across our generics portfolio.This role requires analyzing product performance, market trends, and competitor activity to derive actionable insights. Key responsibilities include:Planning and executing trade-focused marketing campaigns, schemes, and...
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Senior Business Strategist
1 week ago
Mumbai, Maharashtra, India beBeeDebtManagement Full time ₹ 18,00,000 - ₹ 21,50,000Job Title: Senior Business StrategistReports to:• Debt Management Function Heads• Team Leads• Cross-functional teams (Product, Risk, BIU)Key Responsibilities:The Senior Business Strategist plays a critical role in supporting the decision-making process by providing data insights on multiple dimensions depicting macro and micro trends in the...
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Senior Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 17,34,000 - ₹ 23,56,000We are looking for a highly skilled Senior Financial Analyst to spearhead our financial planning and analysis efforts.Key ResponsibilitiesAnalyze complex financial data to identify opportunities for growth and improvement.Develop and maintain sophisticated financial models to support strategic decision-making.Prepare in-depth investment reports and...
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Senior Financial Strategist
2 weeks ago
Mumbai, Maharashtra, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 17,50,000Job Posting: Senior Financial StrategistWe are seeking a seasoned Senior Financial Strategist to support our finance team in achieving its goals. The ideal candidate will have a strong background in financial planning and analysis, accounting, and reporting.
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Financial Portfolio Advisor
2 weeks ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...