Financial Portfolio Manager

3 days ago

Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Overview:

We are seeking an experienced wealth manager to fill a key position. In this role, you will be responsible for providing personalized investment advice and managing client portfolios to achieve their financial objectives.

Key Responsibilities:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Provide tailored investment advice and recommendations based on individual needs and circumstances.
  • Manage client portfolios and monitor performance, making adjustments as necessary.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with market trends and news and provide regular updates to clients.
  • Pursue new business by identifying and cultivating new clients and opportunities.
  • Develop a comprehensive understanding of products and services and effectively communicate them to clients.
  • Collaborate with other departments to ensure high-quality and compliant services.
  • Meet or exceed sales targets and key performance indicators.

Requirements:

  • At least 10 years of experience in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • A strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills.
  • Familiarity with relevant regulations and compliance requirements.
  • A bachelor's degree in finance, business, or a related field. An advanced degree or professional certification is preferred.

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