Financial Services Professional

2 days ago


Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
Portfolio Manager

We are seeking a skilled Portfolio Manager to join our team. In this role, you will play a vital part in managing high net worth individual clients and ensuring seamless service delivery.

  • Client Profiling: Conduct thorough client profiling to offer a range of financial products, including debt, equity, mutual funds, structured, and real estate investments.
  • Portfolio Analysis: Manage and analyze client portfolios for performance and profitability, identifying opportunities for growth and optimization.
  • Cross-Selling: Drive cross-selling initiatives to deepen relationships with existing clients and enhance their share of wallet.
  • Marketing Support: Collaborate with marketing teams to develop and execute plans that support corporate and HNI acquisition initiatives.

The ideal candidate will possess an MBA or equivalent, as well as AMFI/NISM certification (mandatory) and IRDA certification (preferred).

  • Key Skills:
  • Wealth Management & Financial Markets Knowledge
  • Client Acquisition & Relationship Management
  • Portfolio Analysis & Management
  • Business Development & Cross-Selling


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