Portfolio Manager

3 days ago

Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 15,00,000
Job Title

As a wealth management professional, you will play a pivotal role in managing high net worth individual clients, ensuring seamless service delivery.

You will be responsible for conducting client profiling to offer a range of products including debt, equity, mutual funds, structured, and real estate. Your expertise will be required to manage and analyze client portfolios for performance and profitability.

You will drive cross-selling, deepen relationships, and enhance the share of wallet by supporting marketing plans and acquisition initiatives in the corporate/HNI space.

  • Key responsibilities include acquiring and managing HNI clients, conducting client profiling, managing and analyzing client portfolios, driving cross-selling, and deepening relationships.
  • Qualifications include an MBA or equivalent, along with certifications from financial regulatory bodies.

Our ideal candidate will have a strong background in wealth management and financial markets, with excellent communication and interpersonal skills.

They will be able to demonstrate their ability to work effectively in a team environment and contribute to the growth and success of our organization.

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