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Expert Portfolio Manager – Wealth

2 weeks ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 2,01,60,000
About the Role

We are seeking an experienced professional to lead and manage a team of financial experts and analysts, ensuring exceptional client service and business growth.

Key Responsibilities:
  • Lead a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
  • Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
  • Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building
  • Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
  • Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users' financial goals.
  • Support Specialists in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives
  • Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
  • Encourage Specialists to identify upsell opportunities and enhance overall portfolio value.
  • Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise
  • Stay updated with macro trends, product developments, and regulatory changes.
  • Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence
  • Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
  • Track key performance indicators and optimize activities using structured data analysis.
  • Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Requirements
  • 5+ years of experience in financial coaching, portfolio management, or investment services.
  • Proven experience leading high-performance teams in a goal-oriented environment.
  • Strong understanding of investment instruments, personal finance, and user behavior.
  • Ability to inspire, influence, and drive consistent quality across team interactions.
  • Strong communication, analytical, and relationship management skills.