Senior Portfolio Executive For Financial Growth

2 days ago


Delhi NCR, India beBeeWealth Full time ₹ 18,00,000 - ₹ 30,00,000
Executive Wealth Manager

We are seeking a seasoned professional to join our team in Connaught Place, New Delhi. The ideal candidate will be responsible for identifying and acquiring new clients, providing tailored financial solutions, and building strong client relationships.

Key Responsibilities
  • Client Acquisition: Identify and prospect new clients through various channels to expand the portfolio.
  • Financial Planning: Conduct thorough assessments of clients' financial goals, risk tolerance, and investment objectives to provide personalized solutions.
  • Product Knowledge: Stay updated on financial markets, products, and regulatory requirements to offer informed investment advice.
  • Sales and Relationship Management: Build and maintain long-term relationships with clients, providing excellent customer service.
  • Transaction Execution: Facilitate buying and selling of securities, ensuring full compliance with regulatory standards.
Required Skills & Qualifications
  • Proven experience in wealth management or a related financial services role.
  • Strong understanding of financial products, markets, and investment strategies.
  • Excellent communication, sales, and relationship management skills.
Compensation and Benefits
  • Salary: ₹18–30 LPA
  • Location: Connaught Place, New Delhi

To apply, please share your CV with us. You can also contact us directly.



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