Financial Portfolio Specialist

1 day ago

Nellore, Andhra Pradesh, India beBeeAsset Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: Asset Manager

About the Role:

We seek experienced professionals to develop and manage client relationships, enhance and acquire Assets Under Management (AUM), and ensure client satisfaction in all engagements.

Key Responsibilities:

  • Develop and manage client relationships to increase AUM.
  • Align AUM with clients' strategies while minimizing risk, costs, and tax implications. Enhance desired returns and manage portfolio volatility.
  • Ensure client satisfaction in all interactions.
  • Identify new business opportunities.

Requirements:

  • Minimum 4 years of relevant experience in asset management.
  • Demonstrated track record of managing high-net-worth client relationships and sales.
  • Postgraduate/MBA or graduate from a reputable institution.
  • Knowledge of financial markets and investment products is an advantage.

Note: This is a challenging role that requires strong communication and interpersonal skills, as well as a deep understanding of financial markets.

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