Portfolio Manager

3 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Overview:

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  • We are seeking an experienced professional to manage and grow client portfolios by offering tailored financial solutions.
  • The ideal candidate will conduct regular client meetings to understand financial goals and provide advisory services.
  • Strong knowledge of the stock market, equities, derivatives, and other financial products is required.
  • Excellent client servicing, relationship-building, and communication skills are essential.
  • Strong analytical and market research abilities, along with leadership and team management skills, are also necessary.
  • A bachelors degree in finance, economics, business, or a related field, and relevant certifications such as CFA or CFP, are preferred.
  • Demonstrated experience in managing high-value client portfolios and leading teams is also preferred.
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Key Responsibilities:

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  • Develop and implement effective strategies to manage and grow client portfolios.
  • Conduct thorough financial analysis to understand client goals and provide tailored solutions.
  • Maintain strong relationships with clients through exceptional servicing and communication.
  • Lead and motivate teams to drive performance and achieve sales targets.
  • Stay updated on market trends and research opportunities to provide informed advice to clients.
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Required Skills and Qualifications:

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  • Finance, economics, business, or a related field degree
  • CFA, CFP, or equivalent certification
  • 5-8 years of experience in financial services, wealth management, or broking
  • Leadership and team management skills
  • High level of integrity, professionalism, and problem-solving ability
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Benefits:

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

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Potential for career advancement and professional development

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Competitive salary and benefits package

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Others:

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Collaborate with internal teams to deliver seamless financial solutions

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