Financial Portfolio Manager

3 days ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Overview

We seek an experienced wealth manager with a strong background in the stock broking industry to fill a key role.

In this position, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • Generate new business by identifying and pursuing new clients and business opportunities.
  • Develop and maintain a thorough understanding of our products and services, and effectively communicate them to clients.
Performance Metrics:
  • 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.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.

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