High Net Worth Portfolio Manager

4 days ago

Bengaluru Bangalore Chandigarh Hyderabad Secunderabad Telangana, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

High Net Worth Clients:

  • HNI/UHNI Portfolio Management (acquiring, enhancing, deepening, and retention) is a critical aspect of our services.
  • We generate revenue by promoting mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and equity-based products.
  • Nurturing relationships with clients through effective networking and interpersonal skills is essential.
  • Familiarity with debt-based products and loans is also necessary for this role.
  • A strong combination of exceptional selling skills, soft skills, and product knowledge is required to excel in this position.

Responsibilities:

  • Manage and expand High Net Worth client portfolios.
  • Develop and implement strategies to enhance portfolio performance.
  • Network and build strong relationships with clients to foster loyalty and drive business growth.
  • Stay updated on market trends and regulatory changes to provide expert advice.

Skills and Qualifications:

  • Exceptional sales and marketing skills.
  • Strong communication and interpersonal skills.
  • In-depth knowledge of financial markets and instruments.
  • Ability to analyze complex data and make informed decisions.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

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