Portfolio Manager Professional

3 days ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Investment Manager Role

This position focuses on managing investments and dealing with clients.

Key Responsibilities:
  • Executing equity trades accurately within regulatory guidelines.
  • Ensuring timely and error-free order placement through trading platforms.
  • Monitoring real-time market movements and updating clients for informed decision-making.
Client Relationship Management:
  • Building and maintaining strong relationships with retail and high net worth individual (HNI) clients.
  • Understanding client investment goals, risk appetite, and financial needs to offer customized solutions.
  • Addressing client queries related to portfolio performance, account statements, and trading strategies.
Advisory Support:
  • Providing insights on equity markets, trading opportunities, and investment strategies.
  • Recommending financial products and portfolio adjustments aligned with market conditions.


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