Client Portfolio Manager

2 weeks ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 2,80,00,000 - ₹ 3,60,00,000

Job Title:

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We are seeking a highly skilled and experienced Client Advisor to join our team in the Private Client Group.

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About the Role

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The successful candidate will be responsible for executing trades on behalf of clients, aligning with their investment strategies and preferences.

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You will provide expert advisory services to enhance portfolio growth, focusing on Assets Under Management (AUM) product penetration.

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Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).

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Aquire new clients while maintaining and nurturing long-term relationships with existing clients.

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Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

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Key Requirements

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  • Educational Qualification: Postgraduate degree required.">
  • Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm.">
  • Hands-on experience in broking with a strong understanding of financial products and market trends.">
  • Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.">
  • Certification: NISM Series VIII certification is mandatory.">
  • Strong expertise in client acquisition, retention strategies, and sales target achievement.">
  • Prior experience in the broking industry is a must.">
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Benefits

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This role offers opportunities for professional growth and development, as well as a competitive compensation package.

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What We Offer

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We provide a dynamic and supportive work environment, where you can grow your skills and expertise.

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