High Net Worth Portfolio Manager

1 week ago

Indore Jaipur Vadodara, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000

Key Responsibilities:

  • Manage high net worth individual portfolios to acquire, enhance, deepen and retain client relationships.
  • Drive revenue growth by promoting mutual funds, portfolio management services and alternative investment solutions.
  • Nurture strong client relationships through effective communication and networking skills.
  • Stay up-to-date with equity and debt-based products, including loans, to provide expert advice.
  • Possess exceptional selling skills, soft skills and product knowledge to meet client needs.

Required Skills and Qualifications:

  • Exceptional portfolio management skills with a focus on high net worth individuals.
  • Ability to generate revenue through sales and marketing efforts.
  • Excellent communication and interpersonal skills to build strong client relationships.
  • Knowledge of equity and debt-based products, including loans.
  • Strong analytical and problem-solving skills to make informed decisions.

Benefits:

  • Opportunity to work with a dynamic team in a fast-paced environment.
  • Chance to develop expertise in portfolio management and sales.
  • Competitive compensation and benefits package.

Others:

  • Collaborate with cross-functional teams to achieve business objectives.
  • Stay adaptable and flexible in a rapidly changing market.
  • Embody the company's values and mission.

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