Senior Portfolio Manager

2 days ago


Rajahmundry, Andhra Pradesh, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000

Job Title: Senior Portfolio Manager

About the Role:

We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Senior Portfolio Manager, you will be responsible for managing high-net-worth individual (HNI) clients by ensuring seamless service delivery.

You will conduct in-depth client profiling to offer debt, equity, mutual funds, structured, and real estate products. Analyze and manage client portfolios for performance and profitability, developing strategies to cross-sell and deepen relationships, enhancing the share of wallet.

Additionally, you will support marketing plans and initiatives in the corporate/HNI space.

Requirements:

To succeed in this role, you must have a Master's degree in Business Administration or equivalent. AMFI/NISM certification is mandatory, IRDA certification is preferred.

You should possess strong knowledge of wealth management and financial markets, along with excellent client acquisition and relationship management skills.

Able to analyze and manage complex portfolios, you should also have business development and cross-selling expertise.

Key Skills:
  • Portfolio Management
  • Client Relationship Management
  • Business Development
  • Cross-Selling


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