Portfolio Manager

5 days ago

Ludhiana, Punjab, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Investment Portfolio Expert

This is a senior role focusing on asset collection, client relationship management, and business growth. Key skills include acquiring new clients, increasing wallet share, and driving revenue across diverse investment products.

Key Responsibilities:

  • Asset Gathering: Responsible for collecting assets for various investment products such as mutual funds, PMS, AIF, corporate fixed deposits, SGB, insurance, and other introduced products.
  • Target Achievement: Achieve net equalized assets collected (LS) targets for mapped client books.
  • New Business Development: Create incremental SIP books and achieve new business development targets by reactivating or activating new clients.
  • Client Engagement: Regularly meet with all clients and maintain strong relationships with mapped asset clients of the branch.
  • Revenue Growth: Increase Assets Under Management (AUM), SIP flow, and revenue from mapped books.
  • Client Acquisition: Actively acquire new clients and activate them for asset collection.

Required Skills:

  • Strong communication and negotiation skills.
  • Ability to manage multiple priorities and deadlines.
  • Excellent analytical and problem-solving skills.
  • Proficiency in MS Office and relevant software applications.

Benefits:

  • Opportunity to work with a dynamic team.
  • Professional growth and development opportunities.
  • Competitive compensation package.

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