Strategic Portfolio Managers

3 days ago

Delhi Jaipur Ahmedabad, India beBeeInvestments Full time ₹ 8,00,000 - ₹ 12,00,000

Key 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 applying in-depth market understanding and advanced strategies to increase revenue and book size.
  • Upsell opportunities to guide large clients to diversify their investment portfolios by recommending suitable products like Mutual Funds, PMS, IAP, Insurance.
  • Understand client profiles and suggest portfolio/asset allocation strategies.
  • Enhance and maintain client activity ratios by activating clients across various segments.
  • Collaborate with third-party product manufacturers and stakeholders.
  • Demonstrate expertise in equity trading, advisory, risk management, regulation, and investments products including Mutual Funds, PMS, AIF, Structured Products.

Required Skills and Qualifications:

  • Deep understanding of financial markets and instruments.
  • Excellent communication and relationship-building skills.
  • Ability to analyze complex data and make informed decisions.
  • Knowledge of regulatory requirements and risk management practices.

Benefits:

  • Opportunity to work with a prestigious organization.
  • Competitive remuneration package.
  • Chance to develop skills and expertise in a dynamic industry.

Others:

  • Collaborative and supportive work environment.
  • Opportunities for growth and professional development.

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