Senior Portfolio Strategist

11 hours ago

Delhi, Delhi, India beBeeStrategist Full time ₹ 16,00,000 - ₹ 22,00,000
Job Description

This is a senior-level position that involves managing high-value client portfolios by offering tailored financial solutions.

You will play a pivotal role in growing client relationships through exceptional servicing and communication.

In this capacity, you will be responsible for staying updated on market trends, research, and investment opportunities to deliver best-in-class results.

Key areas of focus include:

  • Managing and growing client portfolios through personalized financial advice and solution delivery
  • Conducting regular client meetings to understand financial goals and provide expert advisory services
  • Overseeing and managing branch operations to ensure seamless execution of processes
Required Skills and Qualifications

To succeed in this role, you should possess the following skills and qualifications:

  • Strong knowledge of stock market operations and financial products
  • Excellent client servicing, relationship-building, and communication skills
  • Strong analytical and market research abilities
  • Proven track record of achieving financial and sales targets
  • Leadership and team management skills
  • High level of integrity, professionalism, and problem-solving ability
Benefits

This role offers a range of benefits, including:

  • The opportunity to work with a highly experienced team
  • A comprehensive training program to enhance your skills and knowledge
  • A competitive salary and bonus structure
  • A range of employee benefits, including health insurance and retirement plans
Others

This role requires a Bachelor's degree in Finance, Economics, Business, or a related field. Professional certifications such as CFA, CFP, or equivalent are also desirable. 5-8 years of experience in financial services, wealth management, or broking is preferred, along with demonstrated experience in managing high-value client portfolios and prior experience in leading teams and handling branch operations.

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