Strategic Portfolio Manager

2 days ago

Tiruppur, Tamil Nadu, India beBeeRelationshipBuilding Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Description

We are seeking a skilled Portfolio Manager to join our team.

This is a pivotal role for someone who can develop and manage client relationships, enhance existing portfolios, and acquire new assets under management (AUM).

The ideal candidate will be able to align AUM with clients' financial strategies, minimizing risk, cost, and tax while maximizing desired returns and volatility of the portfolio.

A key aspect of this position is creating a 'wow' experience for clients through regular portfolio reviews and services. Additionally, successful candidates will be responsible for onboarding new relationships, conducting marketing activities to increase managed client numbers, and staying up-to-date with industry knowledge to provide top-notch services.

As a member of our team, you will work closely with product teams to deliver specialized advice and maintain the highest ethical standards in providing services and analysis.

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to think strategically and make informed decisions
  • Knowledge of investment products and services

Benefits:

  • Opportunity to work with a talented team and contribute to company growth
  • Professional development and training opportunities
  • Competitive compensation and benefits package

Others:

  • Flexible work arrangements and remote work options
  • Access to cutting-edge technology and tools
  • A collaborative and dynamic work environment

Our goal is to foster a culture of trust, collaboration, and excellence, empowering our employees to make a meaningful impact. If you are a driven and detail-oriented professional looking for a challenging and rewarding role, we encourage you to apply.

Keyword: RelationshipBuilding

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