
Strategic Portfolio Manager
1 week ago
- Responsible for establishing and maintaining relationships with High Net Worth (HNW) individuals, as well as leading a team of 8-10 Relationship Managers to achieve this goal.
- The ideal candidate will possess exceptional communication and interpersonal skills, allowing them to effectively collaborate with clients, colleagues, and other stakeholders in the financial industry.
- Key responsibilities include designing and implementing personalized financial plans, providing expert advice, and ensuring seamless execution of these strategies.
- Maintaining strong client relationships is crucial, generating AUM from preferred clients, supporting teams in advising Affluent clients on investments, managing their overall financial portfolio, and deepening wallet share from existing clients.
- Additionally, the Cluster Manager will be responsible for tracking the Affluent and Super Affluent Client segment in the market for new client acquisition, researching available investment opportunities, and updating teams accordingly.
- Collaboration with the product and research team (Centralized CFP Team) is also essential for taking informed investment decisions that align with clients' goals and portfolios.
- To foster business growth, the Cluster Manager will coordinate and assist in organizing seminars, workshops, and other business development activities.
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Strategic Portfolio Manager
5 days ago
Rajkot, Gujarat, India beBeeManager Full timeStrategic Portfolio ManagerThe role of a Strategic Portfolio Manager is crucial in driving business growth by overseeing and managing various portfolios, ensuring seamless service delivery and meeting sales targets for multiple payment solutions. This position requires engaging with premium merchants to address grievances and foster strong relationships.In...
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Digital Asset Portfolio Manager
10 hours ago
Rajkot, Gujarat, India beBeeDigitalAsset Full time ₹ 60,00,000 - ₹ 1,20,00,000Portfolio Manager - Digital AssetsWe are seeking a skilled Portfolio Manager to join our team and lead the development of our digital asset strategies.This role is ideal for experienced traders, analysts, and portfolio managers who want to leverage their expertise in the digital assets space.Responsibilities:Develop and manage one or more crypto investment...
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Financial Portfolio Manager
2 days ago
Rajkot, Gujarat, India beBeeCloud Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Lead Cloud Modernization SpecialistWe are seeking a seasoned professional to lead financial portfolio management initiatives, focusing on cloud modernization and infrastructure transformation. This pivotal role will support business growth while driving the adoption of cloud technology.Key Responsibilities:Cloud Portfolio Leadership: Oversee the...
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Regional Portfolio Manager
1 week ago
Aurangabad, Rajkot, Solapur, India beBeePortfolio Full time US$ 60,000 - US$ 1,20,000Job Title: Regional Portfolio Manager">We are seeking a Regional Portfolio Manager to be accountable for reducing delinquency and improving recovery rates on an assigned portfolio of Tractor Loans. You will be responsible for leading a team of Portfolio Managers and Executives, initiating legal action on problematic customers, and driving the performance of...
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Senior Portfolio Manager
1 week ago
Kolkata, West Bengal, India beBeePortfolio Full timeJob DescriptionAs a key member of our team, you will be responsible for overseeing the collection process of allocated portfolios, ensuring timely resolution and recovery of delinquent accounts. Your expertise will play a crucial role in driving business growth and revenue through strategic portfolio management.
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Portfolio Manager
4 days ago
Delhi, Delhi NCR, India beBeeCredit Full time ₹ 5,00,000 - ₹ 10,00,000Job Description:We are seeking a seasoned professional to manage our credit portfolio, providing ongoing analysis of business performance and collaborating with internal teams to address challenges.Main Responsibilities:Monitor and maintain the credit portfolio, identifying and evaluating risksProvide comprehensive reports on portfolio performance and risk...
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Strategic Portfolio Managers
2 days ago
Delhi, Jaipur, Ahmedabad, India beBeeInvestments Full time ₹ 8,00,000 - ₹ 12,00,000Key Responsibilities:The primary objective is to secure and service high-net-worth individuals for Private Client Group with a book size exceeding Rs. 25 Lac.Meet revenue targets through trading, broking, and cross-selling third-party products such as Mutual Funds, Portfolio Management Services, and Alternate Investment Funds.Manage existing client books by...
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Strategic Portfolio Insight Specialist
2 days ago
Rajkot, Gujarat, India beBeeDataAnalyst Full time ₹ 9,00,000 - ₹ 18,00,000Portfolio Data Analyst RoleKey responsibilities of this position include analyzing and onboarding portfolio data from various sources into our data integration ecosystem, collaborating with engineering teams to deliver high-quality, timely, and reliable data solutions through our platform, and working with third-party data providers to integrate their data...
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Portfolio Manager
5 days 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...
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Senior Portfolio Manager
11 hours ago
Rajkot, Gujarat, India beBeeManager Full time ₹ 1,80,00,000 - ₹ 2,20,00,000Job OverviewWe are seeking a seasoned Asset Management professional to manage existing assets, monitor portfolio performance, and provide regular updates to key stakeholders.Key Responsibilities:Asset management of existing portfoliosRegular portfolio performance monitoring and reportingTracking project progress against underwriting assumptions on a frequent...