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Senior Portfolio Strategist

2 weeks ago

Shimoga, Karnataka, India beBeeWealthManagement Full time ₹ 9,00,000 - ₹ 15,00,000
Role: Relationship Wealth Manager

The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.

Key Responsibilities:

  • Conduct client profiling to offer a range of products including Debt, Equity, Mutual Funds, Structured Products, and Real Estate.
  • Manage and analyze client portfolios for performance and profitability.
  • Drive cross-selling and deepen relationships to enhance the share of wallet.
  • Support marketing plans and acquisition initiatives in the corporate/HNI space.

Requirements:

  • MBA or equivalent degree.
  • AMFI/NISM certification is mandatory, IRDA certification is preferred.

The selected candidate will be expected to possess strong knowledge of wealth management and financial markets, as well as excellent client acquisition and relationship management skills.

Essential Skills:
  • Wealth Management and Financial Markets Knowledge.
  • Client Acquisition and Relationship Management.
  • Portfolio Analysis and Management.
  • Business Development and Cross-Selling.