Senior Portfolio Manager

2 weeks ago


Morādābād, Uttar Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Key Responsibilities

The successful candidate will be responsible for building and maintaining strong, long-term relationships with high-net-worth clients.

  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.

Additional Responsibilities:

  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the organization.

This role requires a deep understanding of personal finance and a commitment to delivering exceptional client service.

To succeed in this position, you should have excellent communication skills and be able to build trust with clients from diverse backgrounds. You should also be able to work independently and as part of a team to achieve business objectives.



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