Financial Portfolio Manager

12 hours ago


Delhi NCR Delhi Gurgaon Gurugram, India beBeeGrowth Full time US$ 9,00,000 - US$ 12,00,000

This role is focused on driving revenue growth across a diverse range of financial products. The ideal candidate will focus on gathering assets, acquiring new clients, and managing a mapped client book to increase both Assets Under Management (AUM) and overall revenue.

Key Responsibilities
  • Drive revenues from various products including broking, lending, and insurance services.
  • Grow asset base for investment products such as mutual funds, PMS, and AIF.
  • Acquire new customers and onboard them successfully.
  • Upskill and move clients to higher value segments to enhance their portfolio and services.
  • Increase the AUM and revenue from assigned client books.


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