Senior Wealth and Portfolio Manager

4 days ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

About the RoleOur company is seeking a Wealth & Investment Services Manager to lead and manage a team of financial experts, ensuring exceptional client service and business growth.

Main Responsibilities:

  • Team Leadership & Development:
    • 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.
    • 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:

  • Excellent leadership and communication skills.
  • Strong analytical and problem-solving abilities.
  • Able to work independently and as part of a team.
  • Familiarity with investment products and services.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

Others:

  • Able to adapt to changing circumstances and priorities.
  • Strong time management and organizational skills.
  • Able to work in a fast-paced environment.

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