Executive Portfolio Manager

9 hours ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 25,00,000
Unlock New Opportunities

Elevate your career with a dynamic role in wealth and personal banking. As an experienced professional, you will be part of a team responsible for managing high net worth clients and driving business growth.

Our team serves millions of customers worldwide, providing them with a range of financial products and services including bank accounts, credit cards, personal loans, mortgages, asset management, insurance, and private banking. We are committed to delivering exceptional customer service and identifying opportunities to enhance the value we bring to our clients.

Key Responsibilities

The primary responsibilities of this position include:

  • Managing a portfolio of clients with total relationship balances of 25 lakhs or more.
  • Maximizing growth in the portfolio and achieving business targets as laid down by the strategic plan.
  • Leading activities to ensure opportunities are identified and client needs are met effectively.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree with relevant experience.
  • Minimum of 5-8 years of relationship management work experience with high net worth clients.
  • Evidence of strong sales results in insurance and investment products.
  • Strong technical skills in wealth management.
  • Strong communication, client focus, and influencing skills.
  • Solid knowledge of financial services products and services.
Accreditation Requirements

IRDA and AMFI certifications are mandatory.

Please note that this job description reflects the general details necessary to carry out the principal duties and responsibilities described above.

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