Finance Professional

2 days ago

Thoothukudi, Tamil Nadu, India beBeewealth Full time ₹ 10,00,000 - ₹ 15,00,000

Job Title: Portfolio Strategist

 

As a critical member of our team, you will be responsible for acquiring and managing high net worth clients, ensuring seamless service delivery.

 

Your expertise in wealth management and financial markets knowledge will enable you to conduct thorough client profiling and offer a range of products including debt, equity, mutual funds, structured, and real estate.

  • Responsibilities:
  • Manage and analyze client portfolios for performance and profitability.
  • Drive cross-selling, deepen relationships, and enhance share of wallet.
  • Support marketing plans and acquisition initiatives in the corporate/HNI space.

 

Qualifications:

  • MBA/PGDBA/PGPM or equivalent degree from a recognized institution.
  • AMFI/NISM certification is mandatory, while IRDA certification is preferred.

 

Key Skills:

  • Wealth Management & Financial Markets Knowledge.
  • Client Acquisition & Relationship Management.
  • Portfolio Analysis & Management.
  • Business Development & Cross-Selling.

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