Portfolio Management Specialist

1 day ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Senior Portfolio Manager

We are seeking a seasoned professional to fill the role of Senior Portfolio Manager. This position requires a deep understanding of financial markets and investment products, as well as strong analytical and problem-solving skills.

  • Demonstrate expertise in developing and maintaining relationships with clients to understand their investment goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
Requirements:
  • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
Benefits:
  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.

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