Senior Portfolio Manager Opportunity

3 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000

Senior Portfolio Manager Opportunity

We are seeking an experienced Senior Relationship Manager to lead our client portfolios and provide tailored financial solutions.

Key Responsibilities:

  • Grow and manage high-value client relationships by offering expert financial guidance and advice.

  • Conduct regular meetings with clients to understand their financial objectives and provide actionable insights.

  • Stay up-to-date on market trends, research, and investment opportunities to deliver exceptional results.

  • Foster strong and long-term relationships with clients through excellent servicing and communication.

  • Drive sales and revenue growth aligned with business goals and objectives.

  • Oversee branch operations to ensure seamless execution of processes and strategies.

  • Lead and motivate teams to achieve performance targets and goals.

  • Collaborate with internal teams to deliver world-class financial solutions.

Required Skills:

  • Expert knowledge of stock markets, equities, derivatives, and other financial products.

  • Excellent client relationship-building, communication, and interpersonal skills.

  • Strong analytical and market research capabilities.

  • Demonstrated track record of achieving financial and sales targets.

  • Leadership and team management expertise.

  • High level of integrity, professionalism, and problem-solving ability.

Education & Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field.

  • Professional certifications such as CFA, CFP, or equivalent.

  • Proven experience in managing high-value client portfolios.

  • Prior leadership experience and branch operations management is preferred.

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