
Financial Portfolio Manager
3 days ago
Key Roles and Responsibilities:
- To acquire affluent and super-affluent clients.
- Maintain client relationships and generate assets under management (AUM) from preferred clients.
- Advise affluent and super-affluent clients on their investments and manage their overall financial portfolio, deepening the wallet from existing clients.
- Track the affluent and super-affluent client segment in the market for new client acquisition.
Experience Requirements:
- A minimum of 3-5 years of work experience in a related field, preferably in private banking or wealth management.
This is an exciting opportunity for experienced professionals to take their career to the next level. As a key member of our team, you will be responsible for delivering exceptional client service and growing your own book of business.
-
Hotel Portfolio Financial Manager
3 days ago
Kolkata, West Bengal, India beBeeAccounting Full time ₹ 80,00,000 - ₹ 1,20,00,000Accountant - Hotel and Resort Portfolio ManagementWe are seeking a detail-oriented Accountant to manage accounting operations for our US-based hotel and resort portfolio. The ideal candidate will have hands-on experience in hotel accounting functions including income journal loading, accounts payable, accounts receivable, and financial reporting.Perform...
-
Financial Portfolio Strategist
17 hours ago
Kolkata, West Bengal, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 2,50,00,000Job Description:Portfolio managers oversee financial portfolios to achieve optimal returns on investment for clients. This involves making strategic decisions regarding asset allocation, risk management, and portfolio rebalancing.They must have strong analytical skills to evaluate market trends, assess risk levels, and identify opportunities for...
-
Financial Portfolio Manager
3 days ago
Kolkata, West Bengal, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 1,20,00,000Job Overview:We are seeking a highly skilled Manager to oversee a team of Relationship Managers and Senior Relationship Managers across the state, fostering strong relationships with Finance Heads, Accounts Officers, and Key Decision-Makers in various institutions.The successful candidate will be responsible for sourcing business and offering customized...
-
Portfolio Manager
2 days ago
Kolkata, West Bengal, India beBeeAnalyst Full time ₹ 14,90,000 - ₹ 19,90,000Job OpportunityMaintain detailed records of various private equity funds, ensuring accuracy and timeliness.Develop and update investor-specific reporting templates to meet quarterly requirements.Analyze fund performance by examining cash flows and quarterly/financial reports.Calculate fund valuation data, including investment cost, realized/unrealized value,...
-
Senior Portfolio Manager
2 days ago
Kolkata, West Bengal, India beBeeLeader Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Job Overview:">As a seasoned leader, you will oversee a portfolio of projects in the Banking and Finance sector. Your expertise will drive success in project and delivery management, stakeholder engagement, and team leadership.">Key Responsibilities:">Project and Delivery Management:">Lead end-to-end delivery across a portfolio of projects within the Banking...
-
Financial Portfolio Manager
2 days ago
Kolkata, West Bengal, India beBeeAssetManagement Full time ₹ 1,20,00,000 - ₹ 1,50,00,000Job OpportunityWe are seeking a skilled Asset and Liability Management Professional to join our organization in Kolkata, India.Maintain existing Power BI reports and create new dashboards as required, utilizing various data sources.Participate in the preparation of quarterly ALCO meetings, coordinating with various APAC entities, including Accounting,...
-
Portfolio Manager Professional
5 days ago
Kolkata, West Bengal, India beBeeInvestment Full time ₹ 72,50,000 - ₹ 1,24,50,000We are seeking a highly skilled Portfolio Manager Professional to drive the expansion of our business.Key Responsibilities:Develop and implement effective strategies to acquire new clients through direct outreach, referrals, networking, and market mappingCultivate business development opportunities to grow the client base and Assets Under...
-
Produce Portfolio Manager
3 days ago
Kolkata, West Bengal, India beBeePortfolio Full time ₹ 80,00,000 - ₹ 1,00,00,000Job Title: Produce Portfolio ManagerAbout Fresh Produce Category ManagementWe are seeking a seasoned Produce Portfolio Manager to lead the growth and profitability of our fresh produce portfolio. The successful candidate will have expertise in category management, strong sales acumen, and excellent relationship-building skills.Key Responsibilities:Category...
-
Portfolio Manager
1 week ago
Kolkata, West Bengal, India beBeePortfolio Full time**Job Overview**The primary role of this position is to manage Classic portfolios by acquiring new customers and enhancing existing relationships through cross-selling products and services. This includes identifying customer needs, recommending suitable solutions, and providing exceptional customer service.**Key Responsibilities**Acquire new Classic...
-
Financial Services Manager
3 days ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,50,00,000Financial Services ManagerAbout the Role:We are seeking an experienced financial services professional to manage client relationships and grow our wealth management business.To establish and maintain strong relationships with affluent clientsTo generate new business opportunities from existing clients and expand our market shareTo provide expert advice on...