Portfolio Growth Specialist

6 days ago


Pune, Maharashtra, India beBeePortfolio Full time ₹ 15,000 - ₹ 28,00,000
Portfolio Growth Specialist

The key objective of this role is to drive portfolio growth through strategic cross-selling of financial products and services.

Key Responsibilities:
  • Develop and execute plans to increase sales of high-margin products.
  • Analyze market trends and client needs to identify opportunities for upselling.
  • Collaborate with internal teams to ensure seamless delivery of products and services.
Financial Analysis Expertise:
  • Conduct in-depth analysis of financial statements, credit reports, and market data to assess client performance.
  • Provide actionable insights to enhance client portfolios and improve financial outcomes.
Compliance and Risk Management:
  • Ensure strict adherence to regulatory requirements, audit standards, and company policies.
  • Identify and mitigate potential risks associated with client portfolios.


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