Financial Portfolio Manager

2 weeks ago


Kollam, Kerala, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Job Title: Equity Advisor

We are seeking a dynamic and results-driven Investment Professional to manage and grow partnerships with clients, networks, and partners.

  • The role involves trading on behalf of clients, providing investment advice, and ensuring optimal portfolio performance.
  • The candidate will play a key role in client engagement, revenue generation, and investment strategy execution through strong market insights and relationship management.

Key Responsibilities:

  • To trade on behalf of customers with their consent in Equity & Derivative segments.
  • Manage client's day-to-day trades & investments.
  • Communicate with mapped clients regularly & pass on our technical as well fundamental research ideas.
  • Ensure activation of mapped clients.
  • Strive to achieve laid down revenue/brokerage targets.
  • Collaborate with partners to drive client trading activity.

Requirements:

  • Minimum 1 year in the financial industry with B2B experience preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Commitment to staying updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

    About Our OpportunityWe are seeking a talented and motivated individual to join our team as a Portfolio Manager.This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.About the Role:As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory,...


  • Kollam, Kerala, India beBeeInvestment Full time US$ 40,000 - US$ 80,000

    About the RoleWe are seeking a talented and motivated student to fill an Investment Analyst position.This opportunity is ideal for self-driven, financially skilled students with an eye for investment advisory.Key ResponsibilitiesThe successful candidate will work on advanced projects involving investment advisory, portfolio management, asset allocation, and...


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000

    **Finance Investment Analyst Role Overview**This is a part-time remote position for a Finance Investment Analyst with expertise in analyzing annual reports and SEC documents.We are seeking an experienced professional with 8+ years of experience in US Finance Markets, preferably holding a CFA certification. The successful candidate will have strong analytical...


  • Kollam, Kerala, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 3,50,00,000

    Key Job Responsibilities:Develop and maintain strong relationships with clients to understand their investment goals and risk tolerance.Provide expert personalized investment advice and recommendations to clients based on their individual needs and circumstances.Manage clients' investment portfolios and monitor their performance, making adjustments as...


  • Kollam, Kerala, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title:A Relationship Manager for Business Banking is required to provide financial solutions that cater to the needs of business banking customers.Key Responsibilities:Identify and acquire new customers for business banking with a thorough understanding of credit assessment and risk management.Develop and maintain strong relationships with clients,...

  • Portfolio Manager

    2 weeks ago


    Kollam, Kerala, India Fionics Full time

    Systematic Portfolio Manager - India/Remote40+ systematic funds/ prop firms seeking experienced PMs. Immediate openings.What you'll do:Manage systematic portfolios across asset classesOwn P&L responsibility and risk managementDevelop and implement quantitative strategiesRequirements:4+ years systematic PM experienceProven alpha generation track recordOur...


  • Kollam, Kerala, India beBeeInvestmentRisk Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Job Opportunity:We are seeking an experienced Investment Risk Professional to join our team. As a key member of the risk management function, you will be responsible for identifying, assessing, and mitigating various risks associated with investment portfolios.Key Responsibilities:Analyze potential risks including market, credit, operational, liquidity, and...


  • Kollam, Kerala, India beBeeFundAnalyst Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Key Roles and ResponsibilitiesPrepare and review daily, weekly, and monthly net asset value calculations for hedge fund portfolios to ensure accurate reporting.Perform profit/loss reconciliation between fund administrator reports, internal records, and prime broker statements to maintain operational efficiency.Carry out cash reconciliation across custodians,...


  • Kollam, Kerala, India beBeeWealth Full time ₹ 3,50,00,000 - ₹ 4,00,00,000

    **Job Opportunity:** As a Senior Vice President of Wealth Management, you will lead a team in overseeing high-net-worth and ultra-high-net-worth client relationships, providing comprehensive investment advisory and wealth management services. Key Responsibilities:Develop and maintain strong relationships with high-net-worth/ultra-high-net-worth clients,...


  • Kollam, Kerala, India beBeeResearch Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Senior Research Analyst PositionWe are seeking a highly skilled Senior Research Analyst to join our portfolio research team. The ideal candidate will have a strong grasp of financial markets, asset classes, and risk analytics.Key ResponsibilitiesResearch & Analysis:Track and analyze the performance of mutual funds, PMS, and AIF schemes across equity, debt,...