Senior Portfolio Strategist

2 days ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Summary:

We are seeking a seasoned Investment Manager with expertise in wealth management to lead our investment strategy. In this role, you will be responsible for providing personalized portfolio management and advice to clients, as well as conducting market research to identify opportunities and risks.


Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their investment goals and risk tolerance.
  • Provide tailored investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage client portfolios and monitor performance, making adjustments as necessary to ensure alignment with goals and risk tolerance.
  • Conduct thorough market research and analysis to identify potential investment opportunities and risks.
  • Stay up-to-date with market trends and news, providing regular updates to clients.
  • Identify and pursue new business opportunities to grow the client base.


Requirements

To succeed in this role, you must have:

  • At least 10 years of experience as an Investment Manager in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • A strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • The ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.


Benefits
  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand the client base through referrals, networking, and other sales activities.
  • Increase assets under management by effectively managing client portfolios and growing their wealth.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure client investments are protected.

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