Senior Portfolio Manager

10 hours ago


Nagpur, Maharashtra, India beBeePortfolio Full time ₹ 1,04,000 - ₹ 1,30,878
  • Senior Portfolio Manager
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As a Senior Portfolio Manager, you will be responsible for driving branch revenue from high net worth individuals, retail clients, and franchisees in the wealth and broking business. This includes ensuring branch profitability and business surplus through asset gathering.

You will also focus on increasing product penetration across equity, futures and options, currency, mutual funds, alternative investment funds, portfolio management services, and insurance products.

To succeed in this role, you will need to possess excellent leadership skills, strong communication abilities, and a keen understanding of the capital markets. You should be able to build and maintain relationships with clients, drive sales growth, and manage teams effectively.

The ideal candidate will have a proven track record in sales and leadership, with a strong network of contacts in the industry. They should be familiar with the latest market trends and regulations, and have a deep understanding of financial products and services.

This is an exciting opportunity for someone who wants to take their career to the next level and become a key player in a leading capital market company. If you are motivated, ambitious, and looking for a challenging role, then this could be the perfect opportunity for you.

Key Responsibilities:

  1. Drive Branch Revenue: Increase revenue from high net worth individuals, retail clients, and franchisees in the wealth and broking business.
  2. Ensure Branch Profitability: Maintain branch profitability and business surplus through asset gathering.
  3. Increase Product Penetration: Grow sales across equity, futures and options, currency, mutual funds, alternative investment funds, portfolio management services, and insurance products.
  4. Build Relationships: Foster strong relationships with clients, colleagues, and stakeholders to drive sales growth and achieve business objectives.


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