Senior Investment Portfolio Specialist

4 days ago


Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Portfolio Manager Position

We are seeking a skilled Financial Services Professional with expertise in portfolio management, mutual funds, and alternative investment funds to fill a key role within our organization.

The ideal candidate will possess a proactive approach to wealth creation, excellent communication and client management skills, and a strong understanding of investment strategies.

Key Responsibilities:
  • Identify customer needs and assess their risk appetite to provide tailored investment options.
  • Responsible for primarily selling equity-based investment products, including investment advisory and portfolio management services.

This position requires a minimum of 23 years of relevant experience in PMS, mutual funds, and AIF, as well as a bachelor's degree in a related field.


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