Portfolio Manager

1 day ago

Bengaluru, Karnataka, India beBeeGrowth Full time ₹ 5,40,00,000 - ₹ 6,90,00,000
Client Growth Partner

A high-performing Client Growth Partner is required to join our Wealth Management Team. This role involves managing and nurturing relationships with existing clients, deepening client engagement, and increasing their Assets Under Management (AUM).


Key Responsibilities:
  • Manage a portfolio of 80-100 clients with a current aggregate AUM of ₹100-150 Cr, with the potential to scale up to ₹300-350 Cr.
  • Conduct quarterly video reviews with each client to discuss their portfolio performance, benchmark comparisons, and address any queries.
  • Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication.
  • Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share.
  • Analyze client portfolios and recommend optimization strategies in line with our investment philosophy.

Requirements:
  • Minimum 4 years of sales or advisory roles experience in financial services like banks, NBFC's & AMCs.
  • Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA.
  • Excellent communication skills.
  • Strong alignment toward sales and client relationship management.
  • Deep knowledge of financial markets & investment products like MFs, PMS & AIF.
  • Ability to explain complex investment methodology to clients in simple terms.
  • High ownership and strong stakeholder management skills (both internal and external).

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