
Financial Portfolio Manager
5 days ago
We are seeking experienced and skilled individuals to join our team as Wealth Managers and Senior Wealth Managers.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with affluent and super-affluent clients.
Key responsibilities include:
- Acquiring new affluent and super-affluent clients through strategic marketing initiatives
- Maintaining existing client relationships and growing assets under management (AUM) through mutual funds, portfolio management services, and structured products
- Providing personalized investment advice and managing overall financial portfolios for high net worth individuals
- Staying up-to-date with market trends and competitor activity to identify opportunities for new client acquisition
Requirements:
- 3-5 years of work experience in private banking or wealth management
- Good vintage in current and previous companies, with a minimum tenure of 3-4 years of stability
- Ability to handle and manage clients with a minimum investment amount of Rs.1 Cr and above
-
AI Portfolio Manager
7 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000About a cutting-edge FinTech start-upThis start-up has been set up to develop innovative AI tools for financial markets.Job Description:This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory to work on high-profile projects involving wealth management.Key...
-
Senior Portfolio Manager
4 days ago
Ajmer, Rajasthan, India beBeePortfolioManager Full time ₹ 12,00,000 - ₹ 24,00,000Job Title: Senior Portfolio Manager Job Description:We are seeking an experienced Senior Portfolio Manager to join our team. In this role, you will be responsible for managing and maintaining the portfolio details of various private equity funds. You will also update pre-defined investor specific quarterly bespoke reporting templates, analyze PE fund...
-
Portfolio Management Specialist
5 days ago
Ajmer, Rajasthan, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,00,00,000About the Role:Our company is a leading real estate developer with a strong presence across Asia and beyond.We are seeking an experienced professional to join our team as a Portfolio Manager, responsible for overseeing the performance of our assets and driving business growth.The ideal candidate will have a proven track record in asset management, financial...
-
Cloud Portfolio Specialist
7 days ago
Ajmer, Rajasthan, India beBeePortfolio Full time ₹ 1,80,00,000 - ₹ 2,40,00,000Cloud Portfolio Manager We are seeking a seasoned Lead Project Manager to lead financial portfolio management initiatives. This pivotal role will support core business units, driving modernization of cloud infrastructure and end-user technology adoption. Lead Cloud Modernization: Enhance portfolio efficiency, scalability, security, and cost-effectiveness....
-
Commercial Property Portfolio Manager
4 days ago
Ajmer, Rajasthan, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 18,50,000Job OverviewA commercial property portfolio manager is needed to oversee the financial operations of a collection of commercial properties. This role requires a high level of organizational and analytical skills.
-
Senior Portfolio Manager
9 hours ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000Business Development RoleWe are seeking proactive, highly motivated professionals to support our client acquisition and conversion strategy.This role involves scouting and sourcing new clients through personal networks and nurturing inbound leads generated via marketing channels.Client Sourcing & ProspectingIdentify and reach out to potential investors...
-
Portfolio Strategist Intern
4 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 72,000 - ₹ 3,60,000Capital Markets Internship OpportunityA competitive internship in capital markets, involving analysis and research for diversified investment portfolios.We are looking for a motivated individual to join our team as a capital markets intern. In this role, you will have the opportunity to gain hands-on experience in analyzing global equity, bond, and...
-
Financial Advisor
5 days ago
Ajmer, Rajasthan, India beBeeWealth Full time ₹ 11,00,000 - ₹ 15,40,000At Ikashi Wealth, we are seeking a dynamic and experienced professional to join our expanding Relationships Department. As a key member of our team, you will play a vital role in engaging with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.The ideal candidate will have a strong background in finance, commerce, or...
-
Strategic Financial Advisor
4 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000As a Strategic Financial Advisor, you will play a pivotal role in delivering tailored investment and wealth management solutions to clients. This involves assessing clients' financial needs, developing bespoke investment strategies, and ensuring that their portfolios align with their long-term objectives.This position encompasses a range of...
-
Senior Portfolio Real Estate Executive
5 days ago
Ajmer, Rajasthan, India beBeeManager Full time ₹ 7,20,000 - ₹ 9,60,000Job SummaryThe primary role of a Commercial Real Estate Asset Manager involves overseeing the operational performance and financial health of commercial properties. This includes managing property portfolios, conducting regular site visits to monitor maintenance and repairs, and coordinating with external contractors as needed.Key Responsibilities:Strategic...