Financial Services Professional

4 days ago


Chandigarh Hyderabad Secunderabad Telangana Bengaluru Bangalore, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,00,000

Key Roles and Responsibilities

We are seeking a skilled Portfolio Manager to lead the management of high net worth individual portfolios. The successful candidate will be responsible for acquiring, enhancing, deepening and retaining client relationships.

Main Responsibilities:

  • Generating Revenue:
    • Promote mutual funds (MF), portfolio management services (PMS) and alternative investment funds (AIF).
  • Client Relationship Management:
    • Nurture and cultivate strong relationships with clients to drive business growth.
  • Product Knowledge:
    • Familiarity with equity and debt-based products, including loans.
  • Skill Requirements:
    • Exceptional selling skills.
    • Strong soft skills.
    • Thorough knowledge of financial products.

About Us

We value innovation, teamwork and customer satisfaction.



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