Portfolio Manager Professional

1 day ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 72,50,000 - ₹ 1,24,50,000

We are seeking a highly skilled Portfolio Manager Professional to drive the expansion of our business.

Key Responsibilities:
  • Develop and implement effective strategies to acquire new clients through direct outreach, referrals, networking, and market mapping
  • Cultivate business development opportunities to grow the client base and Assets Under Management
  • Understand prospective clients' financial goals, risk appetite, and investment preferences to offer tailored solutions
  • Present investment offerings to clients in a clear and concise manner
  • Collaborate with internal teams to ensure seamless onboarding and service delivery
Requirements:
  • Proven track record of success in portfolio management or a related field
  • Excellent communication and presentation skills
  • Ability to work effectively in a team environment
  • Familiarity with industry trends and developments
Benefits:
  • A competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • The chance to work with a dynamic and innovative team

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