Careers - Asset Manager

1 day ago


Kolkata, West Bengal, India beBeeWealthManagement Full time ₹ 5,00,000 - ₹ 15,00,000

We are seeking an experienced Asset Manager to manage high net worth individual clients and offer debt, equity, mutual fund, structured, and real estate products.

The successful candidate will be responsible for:

  • Acquiring and managing HNI clients, ensuring seamless service delivery.
  • Conducting client profiling to offer financial services.
  • Managing and analyzing client portfolios for performance and profitability.
  • Driving cross-selling, deepening relationships, and enhancing the share of wallet.
  • Supporting marketing plans and acquisition initiatives in the corporate/HNI space.

To be considered for this role, you should have:

  • A Master's degree in Business Administration (MBA), Postgraduate Diploma in Business Administration (PGDBA), or equivalent.
  • AMFI/NISM certification is mandatory, while IRDA certification is preferred.

This is a fantastic opportunity to contribute to the growth of our organization.

Key skills required include wealth management knowledge, client acquisition and relationship management, portfolio analysis and management, and business development and cross-selling.



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