Financial Services Professional

10 hours ago

Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

Job Summary:

We are seeking a seasoned professional to fill the role of Portfolio Manager. In this position, you will be responsible for building and maintaining relationships with high net worth individuals, providing personalized investment advice and portfolio management to increase assets under management.

Key Responsibilities
  • Establish and deepen relationships with affluent clients through proactive networking and referrals.
  • Upsell and cross-sell financial products to existing clients to increase wallet share.
  • Monitor market trends and client needs to identify new business opportunities.
Requirements
  • A minimum of 3-5 years of experience in private banking or wealth management.
  • Excellent communication and interpersonal skills to build strong client relationships.
  • The ability to analyze complex financial data and provide tailored investment solutions.
Preferred Qualifications
  • A good vintage in previous companies with at least 3-4 years of stability.
  • Experience handling clients with a minimum investment amount of Rs.1 Cr and above.
Skills Required
  • A strong understanding of investment products, including mutual funds, PMS, and structured products.
  • The ability to work independently and as part of a team.
  • Excellent time management and organizational skills.
Working Environment

The ideal candidate will be working in a fast-paced environment with multiple stakeholders and deadlines. The role requires a high level of professionalism, discretion, and integrity.

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