Strategic Portfolio Manager

2 days ago


Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Opportunity

We are seeking a skilled investment professional to manage client portfolios by assessing their needs and advising on investments based on research reports.

  • Manage client assets by conducting thorough assessments and providing personalized investment advice.
  • Communicate complex trading strategies and investing ideas to clients in an approachable manner.
  • Execute trades on behalf of clients and generate revenue through brokerage.
  • Identify opportunities for cross-selling third-party products and nurturing relationships with existing clients.

Qualifications:

  • Hold a graduate or postgraduate degree in a relevant field.
  • Obtain the necessary NISM certification.

Key Skills:

  • Possess excellent communication and interpersonal skills.
  • Have a basic understanding of finance and financial products.
  • Be familiar with ODIN software.
  • Proficient in Excel.

Functional Area:

Investment Trading



  • Jaipur, Rajasthan, India beBeePortfolio Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Cloud Portfolio Management LeaderWe are seeking a seasoned professional to lead financial portfolio management initiatives within our IT organization, focusing on cloud modernization, cloud architecture, and end user deployment.This pivotal role will support core business units, including financial risk management, while driving the modernization of our...

  • Portfolio Manager

    4 days ago


    Jaipur, Rajasthan, India beBeeCustomerRelationship Full time

    Job DescriptionThis position involves managing a portfolio of customers, enhancing their relationships by cross-selling products and services.The ideal candidate will be responsible for acquiring new customers, deepening existing relationships, and ensuring customer satisfaction.Key ResponsibilitiesManage Classic portfolio by acquiring new customers and...


  • Jaipur, Rajasthan, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 19,99,999

    Job Title: Area Business ManagerWe are seeking a seasoned professional to manage and grow existing customer portfolios in the agri space.Manage a team of Portfolio Managers to grow existing customer portfolios in Agri SME space.Acceptable knowledge of respective geography and ability to quickly recruit quality team members.Key Responsibilities:Build a strong...

  • Portfolio Strategist

    19 hours ago


    Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 25,00,000

    Job OverviewA high-growth opportunity awaits an experienced investment analyst to collaborate with senior stakeholders in driving strategic investment decisions.Key ResponsibilitiesPartner with portfolio managers, risk managers, and analysts to develop investment strategies.Analyze complex financial data to identify alpha, beta, and idiosyncratic...


  • Jaipur, Rajasthan, India beBeeCollections Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Opportunity:We are seeking a skilled professional to manage the collection portfolio for Motor Finance in assigned areas.Key Responsibilities:Manage the collection portfolio for Motor Finance in assigned areas.Lead and guide a team of Collection Executives and Agencies.Oversee the performance tracking and vendor management of collection agencies.Ensure...


  • Jaipur, Rajasthan, India beBeeCredit Full time

    Join a dynamic team and take on the exciting role of Loan Portfolio Specialist.Job DescriptionAs a Loan Portfolio Specialist, you will play a key role in ensuring the smooth operation of our loan portfolio. This involves assessing loan proposals to ensure they align with our credit policy and managing the quality and delivery turnaround of loan proposals.Key...


  • Jaipur, Rajasthan, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Department Agri Business Group Agri SME - Working Capital Loans - Portfolio Management Job Title Area Business Manager Grade - M5 M6 - Chief Manager AVP Reporting to Regional Business Manager Location As per list Job Profile Job Role Manage team of Portfolio Managers to manage and grow...


  • Jaipur, Rajasthan, India beBeeBusiness Full time ₹ 40,00,000 - ₹ 60,00,000

    Key Responsibilities Achieve spending volumes in commercial cards and business volumes prepaid cards, as well as FX and INR (in line with sales plans). Enhance business growth of existing corporate relationships for the bank and secure market leadership. Increase prime accounts in the portfolio corporates and achieve spending volumes. Track and monitor...


  • Jaipur, Rajasthan, India beBeeSettlement Full time ₹ 10,58,400 - ₹ 14,90,200

    Clearing and Settlement SpecialistThe clearing and settlement function is responsible for managing the end-to-end process of clearing and settling securities and cash transactions between financial institutions.Key Responsibilities:Coordinate interactions between internal and external stakeholders involved in the clearing and settlement process...


  • Jaipur, Rajasthan, India beBeeFundAccounting Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job OverviewWe are seeking a skilled and detail-oriented Fund Accounting Analyst to join our team.This role is responsible for managing end-to-end processes related to securities and portfolio/fund valuation for various client segments.