
Senior Portfolio Manager
2 days ago
Financial Services Career Opportunity
- Our organization seeks a skilled professional to build long-term relationships with high-net-worth clients, providing customized investment, insurance, and wealth planning solutions.
- The ideal candidate will have a deep understanding of client financial goals and risk tolerance, allowing them to recommend tailored financial strategies.
- Regular portfolio reviews will be conducted, and recommendations made based on market conditions and client needs.
- The selected individual will collaborate closely with internal product specialists to deliver comprehensive financial solutions.
- A proactive approach is necessary to identify new business opportunities through referrals, networking, and cross-selling.
- Staying up-to-date on market trends, financial products, and regulatory changes is crucial for providing informed advice.
- Ensuring compliance with regulatory and internal risk management policies is essential.
- Periodic performance reports will be prepared and presented to clients.
- Meeting sales and revenue targets set by the organization is expected.
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Portfolio Management Specialist
6 days ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Senior Portfolio ManagerWe are seeking a seasoned professional to fill the role of Senior Portfolio Manager. This position requires a deep understanding of financial markets and investment products, as well as strong analytical and problem-solving skills.Demonstrate expertise in developing and maintaining relationships with clients to understand their...
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EcoSys Portfolio Manager
5 days ago
Dombivli, Maharashtra, India beBeeProject Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Seeking a skilled professional to oversee the implementation, configuration, and operationalization of EcoSys Hexagon for project portfolio management and controls. The ideal candidate will have experience in configuring portfolios, projects, contracts modules, and designing cost classes.Responsibilities:EcoSys Portfolios setup and maintenanceConfigure...
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Portfolio Manager Specialist
1 week ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Portfolio Manager Specialist Job Description:We are seeking a skilled Portfolio Manager Specialist to join our team. As a key member of the group, you will be responsible for maintaining existing portfolio reports and creating new dashboards as required. Required Skills and Qualifications:Strong analytical and numerical skills with the ability...
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Strategic Portfolio Manager
1 week ago
Dombivli, Maharashtra, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 20,00,000Job OverviewThis role involves leading a team in the development and implementation of credit underwriting policies, as well as overseeing portfolio performance monitoring and new partner integrations.Key Responsibilities:Develop and implement comprehensive underwriting policies that minimize manual intervention and automate credit assessment...
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Expert Portfolio Manager
4 days ago
Dombivli, Maharashtra, India beBeeEcosys Full time ₹ 25,00,000 - ₹ 50,00,000Job Title: EcoSys ExpertEcoSys Experts play a pivotal role in implementing, configuring, and operationalizing EcoSys Hexagon for project portfolio management and project controls.Key ResponsibilitiesConfigure portfolios, projects, contracts modules, design cost classes, coding structures, WBS, timesheet budget forecasting workflows, change controls, and...
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Portfolio Manager
1 week ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000Job Description:As a seasoned investment professional, you will be responsible for overseeing the management of investment portfolios, analyzing market trends and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client...
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Investment Portfolio Manager
2 days ago
Dombivli, Maharashtra, India beBeePortfolio Full time ₹ 36,00,000 - ₹ 54,00,000Fixed Income Portfolio Management OpportunityAbout the RoleWe are seeking a talented student intern to manage fixed income portfolios.Responsibilities:Perform thorough analysis and valuation of fixed income securities, calculating Yield to Maturity (YTM) and assessing returns on investments.Determine Present Value (PV) of securities and evaluate market...
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Insurance Portfolio Transformation Director
5 days ago
Dombivli, Maharashtra, India beBeeTransformation Full time ₹ 1,20,00,000 - ₹ 2,61,60,000Senior Leadership RoleDrive transformation and growth by leading a large-scale insurance portfolio.Manage 2000-3000+ FTEs across Insurance/BFSI projects.Develop strategic plans for operational excellence, compliance, and client satisfaction.Own Profit & Loss (P&L) and drive metrics for growth, profitability, and efficiency.Build relationships with CXO-level...
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Investment Portfolio Manager
1 week ago
Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000Investment Finance SpecialistWe are seeking a highly skilled Investment Finance Specialist to join our team.Key Responsibilities:Analyze and interpret legal agreements to onboard clients' investment portfoliosMonitor risk and exposure of transactions, providing critical aspects to clients proactivelyCalculate and monitor covenants, concentration limits,...
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Financial Portfolio Manager
2 weeks ago
Dombivli, Maharashtra, India beBeeWealthManagement Full time ₹ 25,00,000 - ₹ 50,00,000Job OverviewWe are seeking experienced professionals to join our wealth management team. As a key member, you will be responsible for acquiring and maintaining relationships with affluent and super-affluent clients.Your primary focus will be on generating Assets Under Management (AUM) from preferred clients by advising them on their investments and managing...