Investment Portfolio Manager

2 days ago


Alleppey, Kerala, India beBeeInvestment Full time ₹ 17,25,000 - ₹ 24,12,500

Job Title: Investment Portfolio Manager

We are seeking an experienced wealth manager to lead our investment portfolio management team.

Responsibilities:

Client Relationship Management

Develop and maintain relationships with clients to understand their investment goals and risk tolerance, providing personalized investment advice and recommendations based on their individual needs and circumstances.

Portfolio Management

Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance, identifying investment opportunities and risks through market research and analysis.

Business Development

Generate new business by identifying and pursuing new clients and business opportunities, leveraging strong relationships with clients and colleagues.

Requirements:

Experience and Education

10+ years of experience as a wealth manager in the stock broking industry, with a proven track record of generating and maintaining a client base and achieving sales targets.

Skills and Knowledge

Strong understanding of financial markets, investment products, and portfolio management strategies, with excellent communication and interpersonal skills.

KPIs:

Achieve and exceed individual and team sales targets to drive revenue growth, increase client retention and satisfaction by providing high-quality investment advice and personalized service, and expand client base by generating new business through referrals, networking, and other sales activities.

The ideal candidate will have a solid understanding of the financial industry and be able to navigate complex financial situations.



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