Senior Portfolio Manager

2 days ago


Dombivli, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

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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