Portfolio Strategist

19 hours ago

Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description:
  • Strategic growth, financial analysis, and portfolio optimization are key responsibilities in this role.

The primary objective is to foster long-term relationships with high net worth individuals, offering bespoke investment solutions through a comprehensive product suite and exceptional service delivery. This involves thorough profiling to meet short-term and long-term investment objectives via debt products, structures, equities, mutual funds, and fund-based real estate products.

Key responsibilities include formulating and implementing marketing strategies for acquiring new corporate clients, developing acquisition initiatives, and managing a portfolio of high net worth clients.

Customer profiling and providing tailored financial products to meet their needs is also crucial. Additionally, deepening customer relationships through cross-selling and delivering services according to customer requirements is essential. Enhancing customer profitability by capturing a larger share of the wallet and ensuring portfolio profitability by generating high income per customer are further objectives.

Required Skills and Qualifications:
  • MBA or equivalent postgraduate degree
  • Professional certifications such as AMFI/NISM/IRDA
Benefits:

This role offers opportunities for professional growth, networking, and skill development in a dynamic business environment.

Others:

Results-oriented professionals who can work effectively in a fast-paced environment will be ideal candidates for this position.

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