Strategic Portfolio Manager

1 day ago

Anand, Gujarat, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Description

At Ikashi Wealth, we're expanding our Relationships Department to cater to the evolving needs of High Net-Worth Individuals (HNIs). As a key member of this team, you'll be responsible for engaging with HNI clients and providing high-quality wealth management services.

The ideal candidate will possess excellent communication skills, strong business acumen, and the ability to understand client needs. You'll work closely with internal teams to deliver seamless wealth advisory services, ensuring every client receives tailored financial strategies aligned with their goals.

  • Develop and maintain strong relationships with HNI clients through regular interactions and customized service delivery.
  • Identify new business opportunities and convert qualified leads into managed portfolios.
  • Provide expert advice on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
  • Regularly review and monitor client portfolios to ensure consistent performance.
Required Skills and Qualifications

To succeed in this role, you'll need:

  • A Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.
  • Minimum 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
  • Proven track record of handling HNI clients and converting leads.
Benefits

We offer a dynamic work environment where fresh ideas meet fresh air. Our green campus provides a serene setting for deep focus and collaboration.

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