Financial Portfolio Manager

1 day ago


Delhi NCR Noida Gurgaon Gurugram, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Job Overview:

We are seeking a seasoned professional to manage and expand our customer base.

  • Identify and pursue new business opportunities in the assigned branch area

Key Responsibilities:

• Acquire new accounts, including current and savings accounts, from the designated catchment area

• Develop strong relationships with internal teams to leverage existing relationships and drive portfolio growth

• Participate in corporate induction and migration events around the target area

• Conduct targeted marketing activities to generate leads and increase wallet share of banking products

• Activate accounts, link UPI, manage M0 balance, savings balance, and grow the portfolio

Benefits and Qualifications:

• A dynamic individual with excellent communication and interpersonal skills

• Strong organizational and time management skills

• Ability to work independently and as part of a team

• Familiarity with banking products and services



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