Financial Portfolio Manager

1 day ago

Allahabad, Uttar Pradesh, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Wealth Management Professional

This is an exciting opportunity to leverage your wealth management expertise and take on a leadership role in our organization. As a Wealth Manager, you will be responsible for managing high net worth individuals' financial portfolios, providing them with tailored investment advice, and ensuring seamless service delivery.

To succeed in this position, you will need to have a strong understanding of financial markets, products, and services. You should also possess excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients.

Key Responsibilities:

  • Manage and analyze client portfolios for performance and profitability.
  • Conduct client profiling to offer debt, equity, mutual fund, structured, and real estate products.
  • Acquire and manage high net worth clients, ensuring exceptional service delivery.

Required Skills and Qualifications:

  • MBA / PGDBA / PGPM or equivalent
  • AMFI / NISM certified (mandatory), IRDA (preferred)

Benefits:

A highly competitive salary package and incentives will be offered to successful candidates.

Others:

Interested candidates can share their resume with us.

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