Portfolio Strategist

6 days ago


Ahmedabad Kolkata Thiruvananthapuram Trivandrum, India beBeePortfolio Full time

Key Responsibilities:

Spearhead Activation and Servicing

  • To spearhead activation and servicing for demat holdings in the given region zone cluster.
  • Support target fulfillment for MF net equalized sales lumpsum, PMS net sales, and AIF net sales of the region zone cluster is achieved through existing external assets of super investor clients by aiding a team of investment specialists, senior investment specialists, and virtual investment specialists who are responsible for asset gathering and generating overall revenue of the segment through existing and acquired super investor customer base.

Key Performance Indicators (KPIs):

  1. Bring in fresh assets into MF, PMS, and AIF through in-depth portfolio reviews of clients.
  2. Provide research updates to team members and super investor clients.
  3. Train the team on portfolio reviews.
  4. Minimum productivity across team members in asset gathering.
  5. Servicing and garnering assets of super investors in the given geography.
  6. Interact closely with key stakeholders.
  7. Make customers eligible for upgrade to other segments.


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