Strategic Portfolio Manager

2 days ago


Chandigarh, Chandigarh, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Account Manager Role Overview

We are seeking an experienced professional to oversee the management of client portfolios, ensuring optimal financial planning and strategic growth.

The successful candidate will be responsible for analyzing client needs, identifying opportunities, and implementing effective portfolio strategies across a range of investment products, including mutual funds, bonds, debentures, and other assets.

This role requires strong analytical and communication skills, as well as the ability to work closely with senior team members to drive business development and support transactional activities.

Key Requirements
  • Chartered Accountant (CA) certification is mandatory for this position.
What You'll Gain

In this rewarding role, you'll have the opportunity to develop your skills in financial planning, portfolio management, and business development, while contributing to the growth and success of our organization.

As a valued member of our team, you'll enjoy a dynamic and supportive work environment, with access to ongoing training and development opportunities.

If you're a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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