Strategic Portfolio Manager

1 day ago

Jamnagar, Gujarat, India beBeePortfolio Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Head of Distribution – Investment Products

The ideal candidate will have a thorough understanding of financial products such as portfolio management services, alternative investment funds, bonds, mutual funds, and stock market offerings.

About the Role
  • Drive the acquisition of UHNWIs and HNWIs by offering tailored wealth management strategies to meet their unique financial needs.
  • Promote and sell large portfolios including PMS, AIF, bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
Key Responsibilities
  1. Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
  2. Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
  3. Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
  4. Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.
Team Leadership & Expansion
  • Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
  • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
  • Actively recruit and onboard additional team members to expand the desk and scale the business.
  • Set clear performance goals for team members and provide regular coaching and development opportunities.
Investment Product Expertise
  • Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
  • Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
  • Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
  • Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.
Requirements
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
Benefits

This is a high-responsibility role with the opportunity to expand your client base and team, contributing directly to the company's success.

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