Portfolio Manager

7 days ago


Ahmedabad Mumbai Delhi, India beBeeRelationship Full time US$ 50,000 - US$ 1,00,000
Job Opportunity
  • As a key member of our retail distribution team, you will provide financial advisory services to clients and manage their investment portfolios.
  • You will focus on generating revenue and developing a strong client network.

Maintaining high levels of compliance with company norms is crucial for this role. You must possess a Certified NISM Series VIII qualification.


About the Role
  1. Develop and maintain relationships with existing clients, providing expert advice and portfolio management services.
  2. Identify opportunities to generate additional revenue streams through effective sales strategies.
  3. Network and build relationships with potential new clients, promoting our brand and services.
  4. Ensure adherence to all relevant regulatory requirements and company policies.
  5. Pursue and maintain certification in relevant areas to stay up-to-date with industry developments.

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