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Portfolio Management Specialist

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Kota, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Opportunity

We are seeking a highly motivated and experienced professional to join our team as a Client Servicing Manager.

About the Role

The successful candidate will work closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations like NAV release, fee calculation, and fund transfers.

Main Responsibilities:
  • Manage and strengthen client relationships
  • Coordinate with Fund Accountants, Operations, and Finance teams
  • Handle subscription/redemption requests and fee calculations
  • Ensure regulatory compliance and effective issue resolution
Requirements:
  • MBA in Finance or a related field
  • 4–5 years of experience in Client Servicing, ideally within Financial Services
  • Strong knowledge of Foreign Portfolio Investment (FPI) regulations
  • Excellent communication and interpersonal skills
  • Ability to manage multiple tasks with attention to detail and efficiency
Benefits

This is an excellent opportunity for a career-driven individual to take their skills to the next level and make a meaningful contribution to our organization.