Senior Wealth Portfolio Manager

1 day ago

Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Portfolio Manager

As a seasoned investment professional, you will be responsible for managing high net worth clients' portfolios to meet their short and long-term financial goals. Your expertise in debt products, structures, equities, mutual funds, and real estate investments will enable you to provide bespoke solutions to our discerning clients.

  • Develop and implement marketing strategies to attract new corporate clients, identifying opportunities for growth and expansion.
  • Build and maintain relationships with existing clients, providing personalized service and cross-selling relevant financial products.
  • Enhance client profitability by capturing a larger share of their wallet and ensuring the portfolio's overall return on investment.

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