Investment Portfolio Manager

1 week ago


Tirupati, Andhra Pradesh, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Summary

We are seeking a highly skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for managing and growing partnerships with franchisees, DIGI partners, and remisier networks.

This is a key role that requires a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products.

  • To trade on behalf of customers with their consent in Equity & Derivative segments.
  • Manage client's day-to-day trades & investments.
  • Speak to mapped clients regularly & pass on our technical as well fundamental research ideas.
  • Ensure activation of mapped clients.
  • Ensure to achieve laid down revenue/brokerage target.
  • Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same.
Key Skills & Requirements:
  • Minimum 1 year in the broking industry with B2B experience preferred.
  • Strong understanding of equity broking, mutual funds, PMS, and investment products.
  • Ability to support and collaborate with partners to drive client trading activity.
  • Willingness to stay updated on capital markets, investment trends, and trading strategies.
  • Goal-driven with a passion for achieving and exceeding revenue/brokerage targets.


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