
Senior Portfolio Manager
3 days ago
We are seeking a seasoned Certified Financial Planner (CFP) to serve as a trusted advisor for our clients.
The ideal candidate will possess a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive comprehensive and goal-oriented financial guidance.
- Key Responsibilities:
- Develop and maintain strong relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
- Engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand our client base.
- Financial Planning:
- Conduct thorough financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
- Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
- Business Development:
- Leverage professional networks and relationship-building skills to acquire new clients and expand our assets under management.
- Represent our firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
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Investment Portfolio Manager
3 days ago
Rajkot, Gujarat, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Overview:We are seeking an experienced Investment Portfolio Manager to join our team. This is a senior role that involves managing and optimizing investment portfolios for our clients.The ideal candidate will have a strong background in finance and investment analysis, as well as excellent communication and project management skills.Key Responsibilities:
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Portfolio Performance Manager
1 week ago
Rajkot, Gujarat, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity: Senior ManagerOur company is seeking an experienced Senior Manager to oversee end-to-end credit underwriting and monitoring of personal loan portfolios. As a key member of our team, you will be responsible for developing and implementing effective credit policies, working closely with data science teams, and analyzing portfolio...
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Client Portfolio Manager
5 days ago
Rajkot, Gujarat, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000Job SummaryWe are seeking a seasoned professional to manage and grow a portfolio of mid-sized corporate clients.This key role requires strong credit assessment, client acquisition, relationship management, cross-selling financial products, and portfolio quality skills.Develop and execute strategies to acquire new clients and expand existing...
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Financial Portfolio Manager
2 weeks ago
Rajkot, Gujarat, India beBeeCloud Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Lead Cloud Modernization SpecialistWe are seeking a seasoned professional to lead financial portfolio management initiatives, focusing on cloud modernization and infrastructure transformation. This pivotal role will support business growth while driving the adoption of cloud technology.Key Responsibilities:Cloud Portfolio Leadership: Oversee the...
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Expert Portfolio Manager
1 week ago
Rajkot, Gujarat, India beBeeAssociate Full time ₹ 90,00,000 - ₹ 1,20,00,000Job Title:Senior Associate PositionKey Responsibilities:Our organization is seeking a qualified professional to manage the portfolio of various private equity funds.Portfolio Management:Update and manage portfolio details of various private equity funds, including investment cost, realized/unrealized value, gross/net multiple, and financial KPIs such as...
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Senior Portfolio Manager
1 week ago
Rajkot, Gujarat, India beBeeManager Full time ₹ 1,80,00,000 - ₹ 2,20,00,000Job OverviewWe are seeking a seasoned Asset Management professional to manage existing assets, monitor portfolio performance, and provide regular updates to key stakeholders.Key Responsibilities:Asset management of existing portfoliosRegular portfolio performance monitoring and reportingTracking project progress against underwriting assumptions on a frequent...
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Senior Portfolio Manager
1 week ago
Rajkot, Gujarat, India beBeePortfolio Full time ₹ 1,20,00,000 - ₹ 1,60,00,000Asset Management Associate RoleThe Asset Management Associate will work closely with the asset management team to manage day-to-day workflows of existing assets.This includes monitoring and analysing cash flows, tracking and analysing asset performance, managing risk, overseeing third-party partners and executing the business plan.Portfolio Onboarding: Track...
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Expert Portfolio Manager
3 days ago
Rajkot, Gujarat, India beBeeInvestment Full time US$ 3,00,000 - US$ 50,00,000Portfolio Management Expert We are seeking an experienced Portfolio Management Expert to join our team. As a key member of our investment team, you will be responsible for managing systematic portfolios across various asset classes.Your primary responsibilities will include:Developing and implementing quantitative strategies to generate alpha in our...
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Portfolio Management Specialist
2 days ago
Rajkot, Gujarat, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000About the InternshipAre you looking for a challenging opportunity to develop your skills in investment advisory, portfolio construction, and risk analysis?We are seeking a talented student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.As a Wealth Manager, you will have the...
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Strategic Portfolio Manager
2 weeks ago
Rajkot, Gujarat, India beBeeManager Full timeStrategic Portfolio ManagerThe role of a Strategic Portfolio Manager is crucial in driving business growth by overseeing and managing various portfolios, ensuring seamless service delivery and meeting sales targets for multiple payment solutions. This position requires engaging with premium merchants to address grievances and foster strong relationships.In...