Strategic Portfolio Manager

23 hours ago


Surat, Gujarat, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Leadership Opportunity

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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