
Strategic Portfolio Manager
23 hours ago
This role involves leading a team of relationship managers, client servicing professionals, and other staff members to drive the acquisition of high-net-worth clients and promote investment portfolios.
Key Responsibilities:- Client Acquisition & Business Development:
- Drive the growth of ultra-high net worth and high net worth client relationships through tailored wealth management strategies.
- Promote PMS and AIF investments to clients.
- Bauild trust with clients, understand their financial goals, and position Findoc's offerings as optimal solutions.
- Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients, ensuring exceptional service across all touchpoints.
- Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
- Team Leadership & Expansion:
- Develop, mentor, and manage a high-performing team of professionals.
- Investment Product Expertise:
- Maintain in-depth knowledge of various financial products such as PMS, AIFs, bonds, and mutual funds, and communicate their features and benefits effectively to clients.
This is a high-responsibility role that offers opportunities for career growth and expansion, contributing directly to the company's success.
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Senior Portfolio Manager
5 days ago
Surat, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000Portfolio Intelligence SpecialistA leading provider of portfolio intelligence solutions is seeking an experienced specialist to empower hedge funds and asset managers in optimizing performance and mitigating risk.Key ResponsibilitiesCollaborate with product, engineering, and data science teams to develop robust portfolio intelligence tools and analytics...
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Dynamic Portfolio Manager
1 day ago
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Crypto Portfolio Builder
6 days ago
Surat, Gujarat, India beBeecrypto Full time ₹ 15,00,000 - ₹ 25,00,000Crypto Portfolio SpecialistWe are seeking experienced crypto traders, analysts, and portfolio managers to join our platform.This role is ideal for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Responsibilities:Publish and manage one or more crypto investment portfolios on our platform.Provide...
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Portfolio Management Specialist
1 day ago
Surat, Gujarat, India beBeePortfolio Full time ₹ 30,00,000 - ₹ 40,00,000Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team.This role will involve managing and controlling multiple projects across various portfolios, ensuring timely delivery, and maintaining high-quality standards.The successful candidate will have excellent analytical, problem-solving, and communication skills, with...
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Senior Cloud Portfolio Manager
7 days ago
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Financial Portfolio Manager
5 days ago
Surat, Gujarat, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 20,00,000Portfolio Manager Opportunity">This is a portfolio manager opportunity to manage the details of various private equity funds.The successful candidate will be responsible for managing the portfolio details, including analyzing and calculating fund valuation data.They must have strong analytical skills and attention to detail to produce high-quality work...
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Strategic Risk Manager
6 days ago
Surat, Gujarat, India beBeeRiskManager Full time ₹ 40,00,000 - ₹ 45,00,000Lead Global Risk and Collections StrategiesWe are seeking a seasoned professional to drive strategic growth, improve operational efficiency, and reduce delinquencies across the portfolio.Develop comprehensive risk management strategies to optimize financial performance.Build robust analytics frameworks to track key performance indicators (KPIs) and monitor...
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Portfolio Administrator
1 week ago
Surat, Gujarat, India beBeeCollectionManagement Full time ₹ 6,00,000 - ₹ 12,00,000Job Title: Portfolio AdministratorWe are seeking a highly skilled and experienced professional to manage our portfolio. The ideal candidate will possess excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.Key Responsibilities:Manage and oversee the portfolio process from start to finish.Maintain...
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Wealth Portfolio Manager
3 days ago
Surat, Gujarat, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 22,00,000Financial Advisor PositionWe are seeking a skilled professional to manage the financial well-being of our clients.The ideal candidate will have strong analytical skills and the ability to build trusting relationships with clients.This is an excellent opportunity for individuals who enjoy working with numbers and helping others achieve their financial...
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Financial Analyst
24 hours ago
Surat, Gujarat, India beBeeInvestor Full time US$ 1,00,000 - US$ 1,20,000Key roles and responsibilities for this position include:Assisting Senior Portfolio Managers in maintaining and improving complex portfolio investment modelsBuilding and maintaining portfolio/financial models, including cash flow projections and IRR calculationsWorking with managers to evaluate investor requests, offer alternative solutions, and perform deep...