Senior Portfolio Manager

1 day ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

Job Title: Senior Portfolio Manager

We are seeking an experienced professional to lead our brokerage business. As a senior portfolio manager, you will be responsible for building relationships with high net worth individual (HNI) and ultra high net worth individual (UHNI) clients, understanding their financial goals and risk tolerance, and providing tailored investment recommendations.

This role requires strong networking and relationship-building skills, as well as the ability to navigate complex financial products and services. You will have access to a diverse range of clients with significant wealth, presenting opportunities for cross-selling and upselling additional products and services.

Main Responsibilities:

  • Engage with HNI/UHNI clients to invest in mutual funds, alternative investment funds, portfolio management services, and other structured debt/equity products.
  • BUILD long-term relationships with clients for future investments, advising them appropriately as per company policy.


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