
Senior Client Portfolio Manager
15 hours ago
We are seeking a skilled and experienced Client Relationship Manager to join our team.
Key Responsibilities:- Develop and manage client relationships to enhance and acquire more assets under management.
- Align clients' financial strategies with their portfolio goals to minimize risk, cost, and tax while maximizing desired returns and portfolio volatility.
- Regularly review and service portfolios to deliver exceptional client experiences.
- Onboard new clients and relationships to expand our presence in the market.
- Conduct targeted marketing activities to increase the number of clients managed.
- Continuously develop new skills and knowledge to better serve our clients.
- Adhere to the highest ethical standards in providing services and analysis.
- Collaborate closely with product teams to provide specialized advice and support.
- Proven experience in managing complex client relationships.
- Strong understanding of financial markets and portfolio management.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Competitive compensation package.
- Ongoing training and professional development opportunities.
- Flexible working arrangements to support work-life balance.
- A dynamic and supportive work environment.
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Senior Portfolio Manager
1 day ago
Ahmedabad, Gujarat, India beBeeClient Full time ₹ 50,00,000 - ₹ 65,00,000Job Title: Senior Vice President of Wealth Management">About the Role:">The Senior Vice President will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions.">Wealth Advisory & Solutions:">Advise clients on a wide range of investment products...
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Senior Credit Portfolio Manager
5 days ago
Ahmedabad, Gujarat, India beBeeCreditAnalyst Full time ₹ 1,28,00,000 - ₹ 2,33,20,000About the RoleThe credit analysis function for corporate clients globally is managed by the Credit Analysis team. We are seeking an ambitious credit analyst to cover a varied portfolio across the EMEA region.Job ProfilePurpose of Role: Manage a portfolio of EMEA Corporate clients and undertake objective detailed due diligence of borrowers / industry.Main...
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Client Portfolio Specialist
2 weeks ago
Ahmedabad, Gujarat, India beBeeRetainer Full time ₹ 6,00,000 - ₹ 12,00,000Our team is seeking a talented Client Portfolio Specialist to join our growing retail banking sales department.This role will be responsible for managing client relationships, identifying opportunities to increase revenue through cross-selling and upselling of products and services. The ideal candidate will have a minimum of 3 years of experience in...
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Senior Wealth Portfolio Manager
1 week ago
Ahmedabad, Gujarat, India beBeeWealthManager Full time ₹ 37,50,000 - ₹ 50,00,000Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...
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Portfolio Manager
4 weeks ago
Ahmedabad, Gujarat, India Peoplemint Consultants Full timeJ Hiring for "Portfolio Manager" in a leading Bank.Job Title: Portfolio Manager – Mid-Market Group (MMG)Location-ChennaiJob Responsibilities:Manage and grow a portfolio of MMG clients through acquisition of new accounts and retention of existing relationships.Identify client needs and offer customized banking solutions across assets, liabilities, trade...
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Credit Portfolio Manager
2 days ago
Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 9,00,000 - ₹ 12,00,000As a senior Credit Portfolio Manager, you will play a pivotal role in overseeing the health of our loan portfolio. This involves conducting thorough credit appraisals, underwriting loan applications, and ensuring that our portfolio meets the desired quality standards. You will possess strong analytical skills, a keen understanding of NPA trends, and...
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Insurance Portfolio Manager
1 week ago
Ahmedabad, Gujarat, India beBeeRisk Full time ₹ 60,00,000 - ₹ 1,00,00,000Job Role:The Senior Underwriter is accountable for analyzing and managing property insurance risks for corporate clients, large factories, warehouses, hospitals, hotels, etc. and retail commercial customers, shops, SMEs, offices, godowns, housing societies under Fire, IAR, Burglary, and Engineering insurance portfolios.Key Responsibilities include reviewing...
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Portfolio Manager
4 days ago
Ahmedabad, Gujarat, India beBeeCommercial Full time US$ 15,00,000 - US$ 25,00,000Job OverviewThe successful candidate will be responsible for managing a select portfolio of accounts, identifying opportunities, and developing product solutions to meet client needs in partnership with product partners.Prioritize Client NeedsOriginate and Market AccountsSupport Senior Bankers and Relationship ManagersLiaise with Portfolio Management, Legal,...
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Senior Credit Portfolio Manager
4 days ago
Ahmedabad, Gujarat, India beBeeCredit Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Credit Analyst Position OverviewThe firm seeks a highly motivated Credit Analyst to join its Investment Research & Analytics team.This role provides exposure to both public and private credit markets and offers the opportunity to contribute directly to investment strategies across high yield, leveraged loans, investment grade, structured credit, and...
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Strategic Portfolio Manager
14 hours ago
Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000Investment Advisory ConsultantWe are seeking a skilled Investment Advisory Consultant to join our Wealth Management team.The role involves trading & order execution, high-net-worth (HNW) client handling, and cross-selling of wealth & investment products. The successful candidate will be responsible for delivering end-to-end investment advisory services, with...