Senior Portfolio Manager

3 days ago

Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,00,00,000
Job Overview

Our organization is seeking an experienced Wealth Manager to fill a key role. In this position, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial objectives.

Responsibilities:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • Identify and pursue new business opportunities to expand our client base.

Requirements:

  • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Familiarity with relevant regulations and compliance requirements.

Benefits:

  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base through referrals, networking, and other sales activities.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.

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