Financial Portfolio Strategist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 12,57,000 - ₹ 25,14,000

The role is centered around overseeing investment portfolios with a focus on AMC's, third-party product providers, and business partners. The position entails managing relationships with these entities while also driving the creation of new product opportunities.

Responsibilities:
  • Managing existing investment portfolios, with emphasis on enhancing collaboration between internal stakeholders and external parties.
  • Developing strategic initiatives aimed at bolstering portfolio growth through engagement with key suppliers and investors.
Key Objectives:
  • Optimizing operational efficiency by streamlining processes and platforms.
  • Driving digital transformation across various sectors to enhance overall performance.
Requirements:
  • Minimum of 10 years of professional experience in banking, wealth management, or related fields.
  • Hold an MBA, PGDM, CA, CFA, or other relevant postgraduate degree.
  • Bachelor's degree in engineering, technology, mathematics, commerce, arts, science, biology, business, computers, or management.
Knowledge Required:
  • Expertise in financial markets, trends, and regulations.
  • Strong analytical and problem-solving skills.
  • Ability to communicate effectively across different levels within an organization.

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