Portfolio Growth Strategist

2 days ago

Bengaluru, Karnataka, India beBeeStrategy Full time ₹ 1,04,000 - ₹ 1,30,878
Portfolio Growth Strategist

The primary focus is to drive portfolio growth through cross-selling of financial products and services. This role requires analyzing client performance, identifying opportunities for enhancement, and developing strategies to achieve budgetary targets.

  • Achieve Net Interest Income (NII) and fee income goals by providing expert advice on financial solutions.
  • Analyze financial statements and market trends to assess client portfolios and provide actionable insights.

Financial Analysis Expertise:

  • Develop and maintain in-depth knowledge of financial markets, regulations, and industry trends.
  • Utilize data analysis tools to identify patterns and areas for improvement in client portfolios.

Compliance and Risk Management:

  • Ensure strict adherence to all regulatory requirements, company policies, and procedures.
  • Identify and mitigate potential risks associated with client portfolios.

As a key member of the team, this individual will play a critical role in driving business growth while maintaining the highest standards of professionalism and integrity.

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