Financial Portfolio Manager

20 hours ago

Delhi, Delhi, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 15,00,000

As a Financial Portfolio Manager, you will be responsible for building strong partnerships with agents and driving business growth through them.

Key Responsibilities:
  • Develop and execute strategies to increase sales volumes by acquiring and activating new financial advisors, distributors, and banks.
  • Regularly meet with distributors to identify potential partners for higher business opportunities and collaborate on marketing activities.
  • Drive independent sales of various financial products by engaging with all distributors across respective channels.
  • Provide timely updates on fund performance and product-related information to our partners.
  • Work closely with distributors to increase EduFund's brand visibility and mindshare through targeted marketing efforts.
  • Organize distributor engagement programs to foster strong relationships and drive business growth.
  • Ensure the smooth provision of publicity materials and other literature to our distributors.
Required Skills and Qualifications:
  • Extensive knowledge of Mutual Funds.
  • Compulsory NISM V-A certification.
  • Excellent Excel skills.
  • Strong team culture and positive attitude.
  • Ability to travel extensively.
  • Proficiency in English and Hindi; knowledge of other regional languages is an added advantage.
  • Minimum 3 years of relevant work experience in the financial industry.

  • Financial Services Portfolio Manager

    1 day ago

    Delhi, Delhi, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Opportunity: Wealth Management AnalystWe are seeking a highly skilled and experienced Analyst to join our team in New Delhi. This is an exciting opportunity for candidates who thrive in a dynamic, high-impact environment and have prior frontline experience in financial markets and portfolio management.About the Role:Develop and implement personalized...

  • Financial Portfolio Specialist

    15 hours ago

    Delhi, Delhi, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 10,00,000

    Job OverviewWe are seeking a skilled financial analyst to join our wealth management team.The ideal candidate will have prior experience in managing client portfolios and conducting research on investment products.Key ResponsibilitiesDevelop comprehensive financial plans tailored to client goals, risk profiles, and investment preferences.Support portfolio...

  • Financial Portfolio Specialist

    9 hours ago

    Delhi, Delhi, India beBeeCreditManager Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Credit ManagerAbout the RoleThe key responsibilities of this role will include managing credit and providing financial guidance to clients.Oversee the management of client credit portfolios to ensure optimal financial performance.Develop and implement effective strategies to manage risk and improve financial outcomes.Collaborate with...

  • Portfolio Manager

    7 hours ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,34,567

    Business Development LeadJob Description:We are seeking a seasoned professional to lead our business development efforts and manage the performance of a high-performing team. The ideal candidate will have experience in financial analysis, wealth management, and team leadership.Manage the performance of the team to optimize revenue and achieve growth...

  • Portfolio Manager

    3 days ago

    Delhi, Delhi, India Proprietary Trading Firm (Stealth Mode) Full time

    Founded: 2023Team Size: 40-50Experience: 3- 7+ YearsJob Description - Portfolio Manager – Options / Long-Short / Equities / CommoditiesAbout the RoleWe are looking for a dynamic and results-driven Portfolio Manager to lead and manage proprietary trading strategies across Options / Long-Short / Equities / Commodities. The ideal candidate has a proven track...

  • Portfolio Manager

    23 hours ago

    Delhi, Delhi, India Proprietary Trading Firm (Stealth Mode) Full time

    Founded: 2023 Team Size: 40-50 Experience: 3- 7+ Years Job Description - Portfolio Manager – Options / Long-Short / Equities / Commodities About the Role We are looking for a dynamic and results-driven Portfolio Manager to lead and manage proprietary trading strategies across Options / Long-Short / Equities / Commodities. The ideal candidate has a...

  • Fixed Income Portfolio Manager

    2 weeks ago

    Delhi, Delhi, India Zetheta Algorithms Private Limited Full time

    About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools. the RoleWe are seeking a talented and motivated student intern for Fixed Income Portfolio Manager Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...

  • Portfolio Strategist

    3 days ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

    About our teamWe're a FinTech organization with a passion for developing innovative AI tools.Job OpportunityWe seek a talented student intern to join our Portfolio Management - Wealth Manager role. This is an opportunity for a self-driven, financially skilled student with expertise in investment analysis and advisory.Key ResponsibilitiesAs part of the...

  • Financial Management Professional

    9 hours ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,50,000

    Key Roles and ResponsibilitiesThe selected candidate will be responsible for building and maintaining strong client relationships, identifying business opportunities in wealth management and investment banking, developing tailored investment plans across various asset classes, managing investment portfolios, monitoring market trends, and conducting financial...

  • Financial Operations Manager

    1 day ago

    Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,09,99,999

    Job Title: Financial Operations ManagerThe primary responsibility of this role is to oversee the company's financial operations, ensuring the efficient management of liquidity, investments, and debt servicing. This position requires in-depth knowledge of financial markets, regulatory frameworks, and risk management strategies.Create and implement...