Portfolio Manager

18 hours ago


Delhi, Delhi, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,34,567
Business Development Lead

Job Description:

We are seeking a seasoned professional to lead our business development efforts and manage the performance of a high-performing team. The ideal candidate will have experience in financial analysis, wealth management, and team leadership.

  • Manage the performance of the team to optimize revenue and achieve growth targets.
  • Develop and implement strategic plans to acquire new customers in the corporate space.
  • Handle a group of High Net Worth (HN) and Ultra HNIs clients, providing them with exclusive investment products and services.
  • Profiling customers and offering tailored financial solutions to meet their needs.

Requirements:

We are looking for a professional with:

  • A Master's degree in Business Administration or equivalent qualification.
  • Certification in financial services, such as AMFI/NISM/IRDA.

Responsibilities:

  • Owning and establishing the Tata Capital Wealth Management brand for the region.
  • Building market share and managing the portfolio of the region.
  • Recruitment and talent nurturing.
  • Reviewing team's performance and implementing changes for revenue optimization.
  • Co-owning clients of the team and addressing HNI/UHNI clients' investment requirements.

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