Strategic Portfolio Manager

1 day ago


Mumbai Bengaluru Bangalore Kolkata, India beBeeFinancial Full time
Key Responsibilities
  • Develop and manage relationships with high net worth individuals to drive revenue growth for the Private Client group.
  • Provide expert advice on equities, derivatives, currency, and commodity markets to generate revenue from clients.
  • Cross-sell third-party products such as mutual funds, portfolio management services, alternate investment funds, and insurance to increase revenue streams.
  • Handle client queries and complaints efficiently and effectively.
  • Apply in-depth market understanding and advanced strategies to grow book size and revenue.
  • Conduct thorough reviews of clients' financial requirements, analyze information, and recommend tailored portfolios.
  • Enhance advisor skills through call tracking, weekly targets, and meetings.
  • Coordinate with stakeholders to ensure seamless service delivery and operational efficiency.

To provide exceptional advisory and operational support to clients, ensuring a differentiated experience.'],



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