Senior Portfolio Manager

1 day ago


Jamnagar, Gujarat, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Portfolio Manager

Job Summary:

  • Lead high net worth individual (HNI) client acquisition, equity advisory, and dealing to drive business growth.
  • Deliver sales numbers, revenue, and product mix targets through effective customer engagement.
  • Foster strong relationships with clients to enhance business generation from new and existing clients.
  • Develop a customer-centric service attitude to cement existing relationships and develop new ones.
  • IDentify customer requirements and gaps, and work towards bridging them effectively.

Key Qualifications:

  • 4-12 years of experience in the broking industry in a similar function.
  • Proficiency in equity and derivatives products, with a strong understanding of equities markets.
  • Certification in Equity and Derivative Segment mandatory.
  • Graduation or MBA degree required.


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