Investment Manager

2 days ago


Ahmedabad Surat Varanasi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Key Investment Manager

High-net-worth clients rely on experienced professionals like you to provide tailored investment advice and achieve significant growth targets.

  • You will cater to the complex investment needs of affluent clients by recommending a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
  • Meet asset under management (AUM) and investor acquisition targets for assigned areas.
  • Ensure timely delivery of customized wealth advice to high-net-worth individuals.
  • Conduct periodic reviews of clients' portfolios to ensure alignment with investment objectives.
  • Collaborate with branch teams to foster collaboration and client engagement.
Requirements:
  • Relevant industry experience and knowledge.
  • Strong communication and relationship-building skills.
  • Ability to meet AUM and investor acquisition targets.
Benefits:
  • Opportunity to work with high-net-worth clients.
  • Competitive compensation and benefits package.
  • Ongoing training and professional development opportunities.


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