Strategic Portfolio Manager

2 weeks ago


Bellary, Karnataka, India beBeeStrategic Full time ₹ 15,00,000

Job Title: Strategic Portfolio Manager

Role Summary

We are seeking a highly skilled professional to manage high net worth individual clients, providing seamless service delivery and driving business growth.

  • You will conduct client profiling to offer a range of financial products including debt, equity, mutual funds, structured products and real estate investments.
  • Your key responsibility will be to manage and analyze client portfolios for performance and profitability, driving cross-selling, deepening relationships and enhancing share of wallet.
  • You will also support marketing plans and acquisition initiatives in the corporate and high net worth individual space.

Key Qualifications

  • MBA / PGDBA / PGPM or equivalent
  • AMFI / NISM certified (mandatory), IRDA (preferred)

Essential Skills

  • Wealth Management & Financial Markets Knowledge
  • Client Acquisition & Relationship Management
  • Portfolio Analysis & Management
  • Business Development & Cross-Selling

Achieving Success

  • Boldly develop and execute strategic plans to drive portfolio growth and client satisfaction.
  • Utilize exceptional communication skills to build strong relationships with clients and stakeholders.
  • Cultivate a culture of innovation and excellence within the team.


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