Financial Portfolio Manager

1 day ago


Thrissur, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Description

As a seasoned wealth professional, you will be responsible for managing high net worth clients and delivering exceptional service.

You will conduct thorough client profiling to provide tailored investment solutions, including debt, equity, mutual funds, structured products, and real estate.

Portfolio management is key to driving revenue growth, and your analytical skills will help identify opportunities for cross-selling and deepening relationships.

You will also support marketing initiatives and collaborate with other departments to drive business outcomes.

  • Manage and analyze client portfolios for performance and profitability.
  • Conduct client profiling to offer a range of products.
  • Drive cross-selling, deepen relationships, and enhance share of wallet.
Required Skills and Qualifications
  • MBA/PGDBA/PGPM or equivalent.
  • AMFI/NISM certification is mandatory, IRDA certification is preferred.
Benefits

The ideal candidate will have a strong understanding of financial markets and excellent relationship management skills.

This role offers the opportunity to work in a dynamic environment and contribute to the company's success.

Others

If you are a motivated and results-driven professional looking for a new challenge, this could be an exciting opportunity for you.



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