Strategic Portfolio Manager

23 hours ago

Jamnagar, Gujarat, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Title">

We are seeking an experienced professional to fill the role of Relationship Manager (Vice President)

This position plays a crucial part in enhancing and acquiring more Assets Under Management (AUM) through developing and managing client relationships.

The ideal candidate will have exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.

In this role, you will be responsible for:

  • Developing and Managing Client Relationships: Enhance and acquire more AUM by building and maintaining strong relationships with existing and new clients.
  • Aligning AUM with Client Financial Strategies: Align assets under management with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Reviewing and Servicing Portfolios: Create a wow experience for clients by reviewing and servicing their portfolios to meet their evolving needs.
  • Onboarding New Relationships: Acquire new clients by onboarding them efficiently and effectively.
  • Conducting Marketing Activities: Increase the number of clients managed by conducting marketing activities that showcase our expertise and services.
  • Learning and Development: Continuously learn new skills and knowledge to provide superior service to clients.
  • Maintaining Ethics: Maintain full ethics in providing services and analysis to clients.
  • Collaboration with Product Teams: Work closely with product teams to deliver specialized advice and solutions to clients.

As a Relationship Manager (Vice President), you will have the opportunity to work with a dynamic team, contribute to the growth and success of our organization, and develop your skills and expertise in relationship management.

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