Expert Portfolio Strategist

3 days ago

Amritsar, Punjab, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

As a leading Investment Portfolio Manager, you will be responsible for driving revenue growth and increasing wallet share across a diverse range of investment products.

Key Responsibilities
  • Asset Acquisition: Focus on gathering assets for various investment products, including mutual funds, PMS, AIF, Corporate Fixed Deposits, and other relevant offerings.
  • Target Achievement: Meet or exceed Net Equalized Assets collected (LS) targets for the mapped client book.
  • Business Development: Create incremental SIP Book and achieve new business development targets by reactivating or activating new clients.
  • Client Engagement: Regularly meet with clients to maintain strong connections and ensure seamless asset collection.
  • Revenue Enhancement: Increase Assets Under Management (AUM), SIP Flow, and Revenue from the mapped book.
  • Client Onboarding: Effectively onboard new clients and facilitate smooth transition to existing portfolio management services.

This is a dynamic role that requires strategic thinking, effective communication, and strong relationship-building skills. If you are a motivated and experienced professional looking to drive business growth, this could be an exciting opportunity for you.

Responsibilities:

  • Asset Gathering: Responsible for acquiring and managing a diverse portfolio of assets, including stocks, bonds, and real estate investments.
  • Client Relationship Building: Develop and maintain strong relationships with high net worth individuals, family offices, and institutional investors.
  • Market Analysis: Stay up-to-date with market trends and analyze data to make informed investment decisions.
  • Risk Management: Proactively manage risk and ensure compliance with regulatory requirements.
  • Performance Measurement: Continuously evaluate and improve performance metrics to drive business growth.

We offer a competitive compensation package, excellent benefits, and opportunities for career advancement. If you are passionate about delivering exceptional results and building lasting relationships, we encourage you to apply for this exciting opportunity.

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