Financial Expert

5 hours ago


Guntur, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Portfolio Manager

We seek an experienced Portfolio Manager to join our wealth management team.

Key Responsibilities:

  • Acquire and manage high-net-worth client portfolios, ensuring seamless service delivery and exceeding client expectations.
  • Analyze client profiles to offer tailored investment solutions, including debt, equity, mutual funds, structured products, and real estate investments.
  • Optimize client portfolios for maximum performance and profitability.
  • Drive growth by deepening relationships and supporting business development initiatives.

Qualifications:

  • MBA / PGDBA / PGPM or equivalent.
  • AMFI / NISM certification (mandatory), IRDA certification (preferred).

As a Portfolio Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. You will analyze complex data, provide expert advice, and make informed investment decisions to help clients achieve their financial goals.

For this role, we are looking for candidates who possess exceptional communication skills, a strong understanding of financial markets, and the ability to analyze complex data. If you have a passion for helping others achieve financial success and a proven track record in portfolio management, we would love to hear from you.



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