Regional Investment Head

15 hours ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

Job Title: Investment Portfolio Manager

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Job Description:

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We are seeking an experienced Investment Portfolio Manager to drive the investment strategy of our clients and help them achieve their financial goals.

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The successful candidate will have a strong background in investments and relationship management, with excellent communication skills and the ability to lead and motivate a team.

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Key Responsibilities:

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  • Develop and implement investment strategies that align with client objectives",">
  • Maintain relationships with existing clients and build new business opportunities",">
  • Work closely with other departments to ensure seamless delivery of services
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Requirements:

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To be successful in this role, you will need:

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  • A degree in a relevant field (e.g. finance, economics)",">
  • Minimum 15 years of experience in investments and relationship management",">
  • Proven track record of driving sales growth in a high-growth environment
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Preferred Qualifications:

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Postgraduate qualification in a relevant field (e.g. MBA)

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NISM V-A and XXI-A certification

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CFP/CFA (or equivalent) is desirable



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