Senior Portfolio Manager

1 week ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000

Job Overview

Main Responsibilities:
  • The purpose of this role is to establish and maintain long-lasting relationships with high-net-worth clients, offering personalized wealth management solutions.
  • This position requires a deep understanding of financial markets and investment products, as well as a commitment to delivering exceptional client service.

Main Accountabilities:

  • Client Acquisition and Relationship Management:
    1. Identify and address HNI clients for investment requirements, providing exclusive product offerings and seamless service delivery.
    2. Acquire and manage a group of HNI (High Net Worth Exclusive) Clients.
    3. Profile customers and offer financial products tailored to their needs.
    4. Cross-sell services according to customer preferences.
    5. Enhance customer profitability by capturing a larger share of wallet.
    6. Ensure portfolio profitability through high income per customer.
    7. Acquire new customers who meet product criteria through referrals.
    8. Expand the client base through active networking and referral efforts.
  • Marketing and Business Development:
    1. Collaborate in developing marketing plans for acquiring new corporate clients.
    2. Assist in executing successful micro-events for new client acquisition.
    3. Develop strategic partnerships to drive business growth.
  • Financial and Product Expertise:
    1. Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients' financial positions.

Key Performance Indicators:

  • Portfolio profitability
  • Customer satisfaction
  • Business growth

  • Senior Portfolio Manager

    1 week ago

    Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Title: Senior Portfolio ManagerAbout the RoleWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our management team, you will be responsible for managing a portfolio of clients, prioritizing and managing multiple deadlines.Key ResponsibilitiesManaging a portfolio of clients, prioritize and manage...

  • portfolio Management

    3 weeks ago

    Bengaluru, Karnataka, India Tekgence Inc Full time

    portfolio Management Location: Bangalore, India Duration: 12 months + Role Overview The Value Stream PMO (VS PMO) acts as the primary link between the Central PMO and the Value Stream (VS) planning & execution teams, ensuring alignment, governance, and consistent application of project management standards. As a trusted advisor, the VS PMO enables portfolio...

  • Senior Portfolio Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeeTrademark Full time ₹ 90,00,000 - ₹ 1,70,00,000

    Job Title: Senior AssociateKey Responsibilities:Handle trademark applications, including prosecution and oppositions.Manage client portfolios, including docketing and follow-ups.Conduct trademark searches and provide expert opinions.Offer advice on contentious trademark matters.Attend hearings for trademark applications and oppositions.Follow up with...

  • Strategic Portfolio Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 25,97,436 - ₹ 30,87,485

    Senior Portfolio Manager PositionWe are seeking an experienced Senior Portfolio Manager to implement Agile portfolio management principles across the Commercial DD&IT ecosystem globally, excluding US.About the Role:Develop and maintain lean portfolio management practices to govern the portfolio of initiatives supporting strategic customer journeys.Facilitate...

  • Manager Portfolio Management

    3 weeks ago

    Bengaluru, Karnataka, India Biocon Full time

    Job DescriptionResponsibilities:- Identify & select new products and manage the cross-functional evaluation of these products including patent reviews, technical evaluations, and commercial assessments.- Develop business cases through collaboration with technical, regulatory, IP and commercial. Fully understand business case drivers, including competitive...

  • Manager Portfolio Management

    2 weeks ago

    Bengaluru, Karnataka, India Biocon Full time

    Job Description Responsibilities: Identify & select new products and manage the cross-functional evaluation of these products including patent reviews, technical evaluations, and commercial assessments. Develop business cases through collaboration with technical, regulatory, IP and commercial. Fully understand business case drivers, including competitive...

  • Manager Portfolio Management

    2 weeks ago

    Bengaluru, Karnataka, India Biocon Full time

    Job DescriptionResponsibilities:Identify & select new products and manage the cross-functional evaluation of these products including patent reviews, technical evaluations, and commercial assessments.Develop business cases through collaboration with technical, regulatory, IP and commercial. Fully understand business case drivers, including competitive...

  • senior portfolio services manager

    2 weeks ago

    Bengaluru, Karnataka, India HSBC Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Job descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses...

  • Senior Portfolio Manager

    2 weeks ago

    Bengaluru, Karnataka, India beBeePortfolioManagement Full time ₹ 5,00,000 - ₹ 8,00,000

    As a Portfolio Manager, you will play a pivotal role in shaping the organization's strategic initiatives. Your primary objective will be to develop and implement effective portfolio plans that align with business objectives.The scope of this position encompasses project coordination, monitoring, and reporting. You will oversee the planning and initiation of...

  • Senior Portfolio Services Manager

    2 weeks ago

    Bengaluru, Karnataka, India HSBC Full time

    Job descriptionSome careers have more impact than others If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be HSBC is one of the largest banking and financial services organisations in the world with operations in 62 countries and territories We aim to be where the growth is enabling businesses to...