Premier Portfolio Specialist

1 day ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Premier Portfolio Specialist

About the Role

We are seeking a skilled and experienced Premier Portfolio Specialist to join our team. In this role, you will be responsible for managing high-net-worth client relationships, providing investment solutions, and driving business growth.

  • Key Responsibilities:
  • Main Responsibilities:
    1. Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and preferences to deliver tailored investment solutions.
    2. Portfolio Analysis and Management: Conduct thorough analysis of client portfolios, identifying opportunities for growth and optimization, and implementing strategic investment plans.
    3. Business Development: Develop and execute business plans to acquire new clients and grow existing relationships, leveraging your expertise in investment products and services.
    4. Product Knowledge: Stay up-to-date on our product offerings, including debt products, structures, equities, mutual funds, and fund-based real estate products, to provide informed advice to clients.
    5. Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell our products and services to clients, enhancing their overall experience and increasing revenue.
Requirements

To succeed in this role, you must possess:

  • Bachelor's Degree: MBA/PGDBA/PGPM or equivalent qualification
  • Certifications: AMFI/NISM/IRDA certifications
  • Excellent Communication Skills: Strong verbal and written communication skills to effectively engage with clients and colleagues
  • Analytical and Problem-Solving Skills: Ability to analyze complex financial data, identify trends, and develop creative solutions
  • Team Player: Collaborative mindset to work closely with internal teams, such as sales, marketing, and customer service
What We Offer

We offer a dynamic and supportive work environment, competitive compensation package, and opportunities for professional growth and development.

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