Senior Investment Portfolio Manager

2 weeks ago


Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Key Responsibilities:

  • Drive the acquisition of UHNWIs and HNWIs by creating tailored wealth management strategies to meet their unique financial needs.
  • Promote and sell large portfolios, including PMS, AIFs, bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Skill Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
Benefits:
  • Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
  • Leadership skills, with experience in managing, mentoring, and motivating a team.
  • Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.
  • Ability to work under pressure and meet sales and business growth targets.

Others:

  • Must be able to maintain a deep understanding of various financial products and stay updated with developments in the stock market.


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