Portfolio Strategist

3 days ago

Mysore, Karnataka, India beBeeWealth Full time ₹ 7,50,000 - ₹ 15,00,000

Job Title: Portfolio Strategist

About the Role:

We are seeking a seasoned Wealth Manager to join our team, bringing extensive experience in high net worth client acquisition and portfolio management. As a key member of our wealth management division, you will play a critical role in delivering exceptional client service, driving cross-selling initiatives, and enhancing our share of wallet.

Responsibilities:

  • Acquire and manage high net worth clients, ensuring seamless service delivery and maintaining strong relationships.
  • Conduct thorough client profiling to offer personalized investment solutions, including debt, equity, mutual funds, structured products, and real estate investments.
  • Analyze and manage client portfolios for optimal performance and profitability, identifying opportunities for growth and maximizing returns.
  • Develop and implement effective business development strategies, driving cross-selling initiatives and deepening relationships with existing clients.
  • Support marketing plans and acquisition initiatives in the corporate and high net worth space, contributing to the overall growth and success of our wealth management division.

Requirements:

  • MBA or postgraduate degree in business administration or equivalent qualification.
  • Hold AMFI/NISM certification; IRDA certification is highly desirable.

Key Skills:

  • Deep understanding of wealth management principles and financial markets.
  • Exceptional client acquisition and relationship management skills.
  • Strong analytical and problem-solving abilities, with expertise in portfolio analysis and management.
  • Business acumen and ability to drive cross-selling initiatives, enhance share of wallet, and support marketing plans.

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