Strategic Portfolio Manager

15 hours ago


Nagpur, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

At a leading wealth creation company, we foster a culture of trust and excellence certified as a 'Great Place to Work.' Our expertise includes wealth management, risk analysis, tax planning, and estate optimization.

We serve clients globally and empower them to make informed investment decisions. With 18 locations across India and an international office in Dubai, we strive for financial success through transparency and objective-driven approaches.

As a seasoned Financial Professional, your key responsibilities will be:

  • To develop and manage client relationships to enhance assets under management (AUM).
  • To align AUM with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and portfolio volatility.
  • Reviewing and servicing portfolios to create a exceptional experience for clients.
  • Onboarding new relationships and acquiring new clients.
  • Conducting marketing activities to increase the number of clients managed.
  • Staying up-to-date with new skills and knowledge to better serve clients.
  • Maintaining full ethics in providing services and analysis.
  • Collaborating closely with product teams for delivering specialized advice.


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