Financial Portfolio Manager

20 hours ago


Nagpur, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title:

Wealth Manager

About the Role:

This is a key leadership position in our organization responsible for managing client relationships and expanding the existing customer base through effective sales and marketing strategies.

Responsibilities:
  • Manage client relationships to increase revenue and build long-term partnerships
  • Analyze market trends and competitor activity to identify new business opportunities
  • Develop and implement sales plans to achieve targets and expand market share
Requirements:
  • 3-5 years of experience in private banking or wealth management
  • Excellent communication and interpersonal skills
  • Able to handle clients with minimum investment amount of Rs.1 Cr and above


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