Portfolio Manager

2 days ago


Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000
Job Title:

Financial Advisor - Portfolio Manager

Job Description

The role of a Financial Advisor - Portfolio Manager is to build and maintain relationships with high net worth individuals (HNIs) by offering debt, equity, mutual fund, structured, and real estate products.

This position requires acquiring and managing HNI clients to ensure seamless service delivery through client profiling, product offering, and portfolio analysis.

Key responsibilities include conducting client profiling to identify suitable investment opportunities and managing client portfolios for performance and profitability.

Additionally, this role involves driving cross-selling initiatives to deepen relationships and enhance the share of wallet.

Supporting marketing plans and acquisition initiatives in the corporate/HNI space is also a crucial aspect of this position.

Required Skills and Qualifications

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