Drive Financial Growth

7 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,52,25,000
Investment Portfolio Manager

As a seasoned investment portfolio manager, you will be responsible for providing research-based advice on wealth products to high net worth individuals. Your primary objective will be to cater to the investment needs of clients by offering sound financial solutions.

Key Responsibilities
  • Visit clients to discuss their financial goals and objectives, suggesting tailored investment strategies to meet their needs.
  • Responsible for identifying prospective clients and acquiring new business through exceptional relationship management skills.
Required Profile
  • Postgraduate degree in Management (MBA/PGDM) with 3-4 years of work experience in wealth management.
  • Excellent communication and presentation skills are mandatory for this role.
  • A strong understanding of the stock market is essential for success in this position.
Benefits
  • Growth opportunities within the company.
  • Competitive compensation package.

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