Senior Portfolio Advisor

4 days ago

Kannur, Kerala, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,10,00,000
Investment Manager

We are seeking an experienced investment manager to provide personalized investment advice and manage clients' investment portfolios.

About the Role:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Provide tailored investment solutions and recommendations based on clients' individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure alignment with their goals and risk tolerance.
  • Conduct thorough market analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news, providing regular updates to clients.
  • Identify new business opportunities and develop strategies to pursue them.
  • Develop a deep understanding of investment products and services, effectively communicating them to clients.
  • Collaborate with other departments to ensure high-quality and compliant services.
  • Meet or exceed sales targets and key performance indicators (KPIs).

Requirements:

  • 10+ years of experience in investment management, preferably in the stock broking industry.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • A strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships.
  • The ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • A bachelor's degree in finance, business, or a related field; an advanced degree or professional certification is preferred.

What We Offer:

A dynamic and challenging environment that fosters growth and development.

Why Choose Us:

A forward-thinking organization that prioritizes innovation and excellence.

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