
Senior Portfolio Manager
4 days ago
Our organization seeks a Wealth Manager to play a pivotal role in building and maintaining high-value relationships with individuals.
Key responsibilities include:
- Developing strategies to acquire and retain high net worth clients, ensuring their satisfaction and loyalty.
- Conducting thorough client assessments to offer a range of financial products, including debt, equity, mutual funds, structured products, and real estate.
- Monitoring and analyzing client portfolios to optimize performance and profitability.
- Fostering cross-selling initiatives to deepen relationships and increase share of wallet.
- Supporting marketing efforts and acquisition initiatives in the corporate and high net worth space.
To excel in this role, you should possess:
- A postgraduate degree in business administration (MBA / PGDBA / PGPM) or equivalent.
- Professional certifications such as AMFI / NISM (mandatory) and IRDA (preferred).
Ideal candidates will have a strong background in wealth management and financial markets, excellent client acquisition and relationship management skills, and experience in portfolio analysis and business development.
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Portfolio Management Specialist
17 hours ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000Portfolio Management RoleThe Merchant Banking business unit oversees investment management activities for the organization, including debt and equity capital raising, venture formation, strategic acquisitions, and portfolio investment management.This role sits at the center of the action, serving as leaders and collaborators with every function that serves...
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Senior Portfolio Manager
4 days ago
Alleppey, Kerala, India beBeeLeadership Full time US$ 10,00,000 - US$ 15,00,000Job Summary">We are seeking an experienced and dynamic leader to oversee a portfolio of projects in the Banking and Finance sector. The ideal candidate will bring a strong background in management consulting, presales, and stakeholder management, along with proven experience in delivering complex solutions for Banking and Finance clients.">Key...
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Senior Portfolio Optimization Specialist
4 days ago
Alleppey, Kerala, India beBeeAnalysis Full time ₹ 30,00,000 - ₹ 45,00,000Portfolio Analyst PositionA forward-thinking portfolio analyst plays a pivotal role in helping top hedge funds and asset managers optimize their investment strategies. This involves analyzing complex financial data to uncover alpha, beta, and idiosyncratic drivers, thereby enabling informed decision-making.Our ideal candidate will collaborate with senior...
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Cloud Portfolio Strategist
7 days ago
Alleppey, Kerala, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Cloud Portfolio Strategist Job Description:We are seeking an experienced Cloud Portfolio Strategist to lead financial portfolio management initiatives within our IT department, focusing on Cloud Modernization and End User Deployment.The ideal candidate will have expertise in cloud-based financial portfolios, cloud architecture, and financial...
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Senior Portfolio Manager
6 days ago
Alleppey, Kerala, India beBeeFinancing Full time ₹ 90,00,000 - ₹ 1,20,00,000Financial Operations ManagerWe are seeking an experienced professional to manage existing funds and track portfolio performance in Alappuzha, India.Key Responsibilities:Manage existing funds and monitor their financial progress.Track project performance against underwriting assumptions and update financial models as needed.Prepare Key Performance Indicators...
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Investment Portfolio Manager
24 hours ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 17,25,000 - ₹ 24,12,500Job Title: Investment Portfolio ManagerWe are seeking an experienced wealth manager to lead our investment portfolio management team.Responsibilities:Client Relationship ManagementDevelop and maintain relationships with clients to understand their investment goals and risk tolerance, providing personalized investment advice and recommendations based on their...
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Strategic Portfolio Manager
18 hours ago
Alleppey, Kerala, India beBeePortfolio Full time ₹ 18,00,000 - ₹ 2,02,50,000Job OverviewAbout the RoleWe seek a highly skilled Strategic Portfolio Manager to join our organization.This is a key leadership position that requires a deep understanding of portfolio management principles, strategies, and practices.Key ResponsibilitiesThe successful candidate will be responsible for:Configuring portfolios, projects, contracts modules,...
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Business Portfolio Manager
5 days ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000We are seeking an ambitious business professional to play a pivotal role in investment decision-making and portfolio monitoring.About the OpportunityAs a key member of our team, you will be responsible for conducting thorough market research, competitive analysis, and industry deep-dives on startups and private companies.Key Responsibilities:Conduct in-depth...
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Financial Portfolio Analyst
4 days ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 3,60,000As a Capital Markets professional, you will be working with our team to analyze market trends and make informed investment decisions. Our organization specializes in research-led proprietary trading and training high-performance capital market professionals.Key ResponsibilitiesAnalyze global equity, bond, and derivative market trends to identify...
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Portfolio Strategist
1 week ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Investment Portfolio Analyst Role OverviewThis is an exciting opportunity for a skilled Investment Portfolio Analyst to join our team. As a key member of the portfolio intelligence group, you will be responsible for building robust tools and analytics components to support institutional investors.The ideal candidate will have 1–3 years of experience in a...