Portfolio Manager

13 hours ago

Pune, Maharashtra, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 50,00,000
Role Overview

We are seeking a seasoned professional to join our team as a Client Relationship Manager. This key role involves developing and managing client relationships to enhance and acquire more Assets Under Management (AUM). Key responsibilities include aligning AUM with clients' financial strategies, reducing risk, cost, and tax, and enhancing desired returns and volatility of the portfolio.

As a successful Client Relationship Manager, you will be responsible for reviewing and servicing portfolios to create a wow experience for clients. You will also onboard new relationships, conduct marketing activities to increase the number of clients managed, and learn new skills and knowledge to service clients better.

Key Responsibilities:
  • Develop and manage client relationships to enhance and acquire more AUM
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax and enhance desired returns and volatility of the portfolio
  • Review/service portfolios to create a wow experience for clients
  • Onboard new relationships-client acquisition
  • Conduct marketing activities to increase the number of clients managed
  • Learn new skills and knowledge to service clients better

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