Portfolio Developer

4 days ago

Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000

Job Overview:

We are seeking proactive and highly motivated individuals to support our client acquisition and conversion strategy. This role will involve both scouting and sourcing new clients through personal networks and nurturing inbound leads generated via marketing channels.

  • Client Sourcing & Prospecting

Identify and reach out to potential investors through your own network, including HNIs, professionals, NRIs, etc. Organize webinars, online sessions, or face-to-face meetings (where possible) to pitch the investment model. Build a steady pipeline of qualified prospects interested in fractional real estate investments.

  • Lead Management & Conversion

Follow up with leads generated via marketing channels (social media, email, paid ads, etc.). Conduct detailed consultations to explain the product offering, value proposition, and returns. Drive app registrations and guide clients through the investment process on the platform.

  • Relationship Management

Develop long-term relationships with clients to encourage repeat investments and referrals. Provide regular updates to investors about their property portfolios, new launches, and performance. Act as the bridge between the client and the operations team.

Required Skills & Qualifications:

  • Bachelor's degree in Business, Finance, Marketing, or related fields.
  • 2-4 years of experience in sales or relationship management, preferably in real estate, fintech, or wealth management.
  • Strong interpersonal skills with a persuasive and consultative selling approach.
  • Existing network of potential investors or HNIs is a strong advantage.
  • Familiarity with investment products and basic financial concepts.
  • Comfort with digital tools and mobile-based apps.

Benefits:

  • Competitive base salary + performance-based incentives.
  • Opportunity to work in a rapidly growing startup in the cross-border real estate investment space.
  • Flexible work structure with remote opportunities.
  • Career growth potential in an expanding international company.

  • Portfolio Development Specialist

    3 days ago

    Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 12,00,000

    About the RoleWe're seeking a talented and motivated individual to join our team as an intern. This is a fantastic opportunity to gain practical experience in investment advisory, portfolio construction, and risk analysis.As a student or fresh graduate from any academic discipline, you will work on cutting-edge projects involving wealth management...

  • Strategic Portfolio Development Specialist

    7 days ago

    Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 72,000 - ₹ 3,60,000

    Investment Research AnalystWe are seeking a talented Investment Research Analyst to assist in the development of multi-asset portfolios and sector-wise allocation strategies.Key ResponsibilitiesAnalyze global equity, bond, and derivative market trends to identify opportunities and risksStudy macroeconomic indicators, central bank policies, and rate cycles to...

  • IP Portfolio Developer

    12 hours ago

    Anantapur, Andhra Pradesh, India beBeeIntellectual Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Opportunity:We are seeking a highly skilled professional to join our IP team.The successful candidate will be responsible for providing timely IP inputs to relevant stakeholders to ensure smooth product launch and support the development of our intellectual property portfolio.Key Responsibilities:Provide insights in patent litigation and opposition to...

  • Senior SAP Portfolio Development Lead

    12 hours ago

    Anantapur, Andhra Pradesh, India beBeeDelivery Full time ₹ 20,00,000 - ₹ 35,00,000

    Job TitleWe are seeking an experienced SAP delivery leader who can drive portfolio development and lead customer-facing engagements.Key Responsibilities:Leading SAP delivery and portfolio building initiatives across multiple industries.Supporting pre-sales activities, including solution demonstrations, RFP/RFI responses, and client workshops.Developing and...

  • Portfolio Strategist

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeStrategist Full time ₹ 9,00,000 - ₹ 12,00,000

    Portfolio StrategistAbout this RoleWe are seeking a skilled and motivated individual for the position of Portfolio Strategist.ResponsibilitiesFixed Income Analysis & Valuation:Calculate Yield to Maturity (YTM) and assess returns on different types of fixed-income securities.Determine Present Value (PV) of securities and evaluate market pricing...

  • Portfolio Manager

    7 days ago

    Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,63,95,000 - ₹ 2,59,22,000

    Job Title: Financial AdvisorJob Summary: The financial advisor plays a crucial role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

  • Senior Portfolio Analyst

    19 hours ago

    Anantapur, Andhra Pradesh, India beBeeRisk Full time ₹ 13,00,000 - ₹ 17,00,000

    About the RoleWe are seeking a talented professional to join our team as a Senior Portfolio Analyst. As a key member of our team, you will be responsible for monitoring and analyzing portfolio performance, identifying areas for improvement, and developing strategic solutions.Monitor and analyze portfolio performance to identify trends and opportunities for...

  • Portfolio Manager

    7 days ago

    Anantapur, Andhra Pradesh, India beBeeFinance Full time ₹ 10,00,000 - ₹ 20,10,000

    Portfolio Manager RoleKey Responsibilities:Manage portfolio details of private equity funds to ensure accuracy and completeness.Update investor-specific reporting templates with quarterly bespoke data, providing transparency and insight.Conduct in-depth analysis of PE fund performance through cash flow analysis and quarterly/financial reports, identifying...

  • Portfolio Strategist

    1 week ago

    Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    As a Portfolio Manager, you will be responsible for overseeing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. Key responsibilities:Develop and implement...

  • Portfolio Research Analyst

    2 days ago

    Anantapur, Andhra Pradesh, India SBNRI Full time

    Company description -SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.Role Overview:We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in...