Financial Portfolio Managers

5 days ago

Chennai Coimbatore Kolkata, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Overview

We are seeking a seasoned professional to manage high net worth individual and ultra-high net worth individual portfolios. The ideal candidate will have a proven track record of acquiring, enhancing, deepening, and retaining client relationships.

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  • Portfolio Management: Develop and execute investment strategies for high net worth clients, leveraging expertise in equity and debt-based products.
  • Revenue Generation: Promote mutual funds, portfolio management services, alternative investment funds, and equity solutions to drive revenue growth.
  • Client Relationships: Foster strong relationships with clients through effective communication, empathy, and personalized service.
  • Product Knowledge: Stay up-to-date on various financial products, including loans, to provide informed advice to clients.
  • Soft Skills: Possess exceptional selling skills, soft skills, and product knowledge to excel in this role.

Key Responsibilities:

  • Develop and implement portfolio management strategies for high net worth clients.
  • Identify opportunities to promote revenue-generating products and services.
  • Cultivate and maintain strong relationships with clients through regular communication and personalized service.
  • Stay informed about new financial products and services to provide expert advice to clients.
  • Collaborate with cross-functional teams to drive business growth and success.

Required Skills and Qualifications:

  • Proven experience in portfolio management, revenue generation, and client relationship-building.
  • Expertise in equity and debt-based products, as well as loans.
  • Exceptional selling skills, soft skills, and product knowledge.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Others:

  • Contribute to the company's mission and values.
  • Participate in ongoing training and professional development.
  • Collaborate with colleagues to achieve team goals.

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