Senior Portfolio Manager

1 week ago

Pushkar, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

Our ideal candidate will have a proven track record of building and maintaining strong, lasting relationships with high-net-worth individuals who value their financial well-being.

Key Responsibilities:
  • Bulk up a portfolio of affluent clients through referrals, professional networking, and strategic cross-selling.
  • Deliver customized investment, insurance, and wealth planning solutions based on each client's unique financial goals, risk tolerance, and overall aspirations.
  • Stay abreast of market trends, financial products, and regulatory changes to provide timely and informed advice that adds value to our clients' financial futures.
  • Ensure seamless collaboration with internal product specialists to deliver comprehensive, expert financial solutions that meet our clients' complex needs.
  • Proactively identify new business opportunities and drive sales growth by leveraging our expertise and understanding of the financial services industry.
  • Maintain compliance with regulatory and internal risk management policies to ensure the highest standards of integrity and accountability in all our business dealings.
  • Prepare and present regular performance reports to our valued clients, highlighting key achievements and progress towards their financial objectives.

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