High Net Worth Portfolio Manager

3 days ago


Delhi Gurgaon Gurugram Delhi NCR, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 12,00,000

A wealth management position has become available in Delhi and Gurgaon for an experienced professional.

Key Responsibilities:

  • BUILD AND MANAGE A PORTFOLIO OF HIGH NET WORTH CLIENTS
  • CROSS-SELL BANKING PRODUCTS SUCH AS CURRENT ACCOUNT, LIFE INSURANCE AND MUTUAL FUNDS
  • PROVIDE PERSONALISED WEALTH MANAGEMENT SOLUTIONS BASED ON CLIENT PROFILES AND RISK APPETITE
  • ENSURE HIGH LEVELS OF CUSTOMER SATISFACTION THROUGH PROACTIVE SERVICE AND ENGAGEMENT
  • Maintain regular client interactions and conduct portfolio reviews.
  • Ensure compliance with all banking and regulatory guidelines.

Candidate Profile:

  • Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management.
  • Strong knowledge of current accounts, life insurance, mutual funds, and other retail liability products.
  • Excellent relationship-building, communication, and sales skills.

We offer a competitive compensation package and opportunities for career growth and development.

This is a challenging and rewarding role that requires strong interpersonal skills and the ability to work in a fast-paced environment.



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