Senior Portfolio Manager

1 week ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

Job Role:

We seek a seasoned wealth professional to oversee our India-based client portfolio.

The ideal candidate will possess extensive knowledge of investment products, financial planning, and relationship management, with a proven track record in high-net-worth wealth management.

Key Responsibilities:

  • Serve as primary relationship manager for existing clients, ensuring exceptional service and tailored advisory experiences.
  • Develop and implement bespoke investment strategies aligned with clients' financial goals, risk tolerance, and market conditions.
  • Proactively monitor client portfolios, conduct regular reviews, and recommend adjustments to optimize performance.
  • Identify and secure new high-net-worth clients to expand the India portfolio.
  • Leverage market intelligence to identify opportunities for upselling and cross-selling investment solutions.
  • Collaborate with internal teams to design and implement strategies that enhance revenue growth.
  • Stay updated with financial market trends, regulatory changes, and emerging investment opportunities.
  • Provide insights on equity, fixed income, alternative investments, and other asset classes.

Required Skills & Qualifications:

  • 5+ years of experience in wealth management, private banking, or investment advisory.
  • Strong knowledge of investment products, portfolio management, and financial planning.
  • Proven track record of managing high-net-worth clients and growing assets under management.
  • Excellent relationship management and business development skills.
  • Deep understanding of the Indian financial market, taxation, and regulatory environment.
  • Strong analytical, problem-solving, and negotiation skills.
  • Relevant certifications (CFP, CFA, NISM, or equivalent) preferred.

What We Offer:

  • Opportunity to lead and grow a well-established India portfolio.
  • Dynamic, entrepreneurial environment with strong leadership support.

  • Senior Pharmaceutical Portfolio Manager

    6 days ago

    Mumbai, Maharashtra, India beBeeManager Full time ₹ 15,00,000 - ₹ 28,00,000

    Job Title: Senior Pharmaceutical Portfolio ManagerAbout the RoleAs a senior pharmaceutical portfolio manager, you will be responsible for managing a portfolio of pharmaceutical products in the US hospital market. You will identify and evaluate new product opportunities, develop business plans and financial justifications, and contribute to the execution of...

  • Senior Portfolio Manager

    1 week ago

    Navi Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Senior Portfolio ManagerWe are seeking a seasoned professional to manage our securitization portfolio, develop processes and policies, and provide customer service to internal and external stakeholders.The ideal candidate will have experience in building relationships with financial institutions, establishing counterparty credit lines, and...

  • Senior Manager for Credit Portfolio Management

    2 weeks ago

    Mumbai, Maharashtra, India beBeeCreditPortfolioManager Full time US$ 2,00,000 - US$ 2,50,000

    Job Title: Senior Manager for Credit Portfolio ManagementThe Senior Manager for Credit Portfolio Management plays a pivotal role in overseeing the management of the organization's credit portfolio. This individual is responsible for leading a team to monitor the credit migration in coordination with the Risk Management team, ensuring alignment with...

  • Senior Portfolio Management Officer

    7 days ago

    Mumbai, Maharashtra, India 2coms Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    SUMMARY About the Company:The client is the captive technology arm of a leading German-headquartered global insurance group. With a substantial international footprint, this financial services giant operates across more than 50 countries and employs a workforce exceeding 50,000 professionals. To deliver seamless IT solutions and support its extensive...

  • Senior Portfolio Management Officer

    2 weeks ago

    Mumbai, Maharashtra, India 2coms Full time

    About the Company:Theclient is the captive technology arm of a leading German-headquartered globalinsurance group. With a substantial international footprint, this financialservices giant operates across more than 50 countries and employs a workforceexceeding 50,000 professionals. To deliver seamless IT solutions and supportits extensive worldwide...

  • Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeinvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Investment Analyst RoleWe are seeking an analytical professional to conduct financial analysis and modeling, evaluate investment opportunities, and support portfolio management.Key Responsibilities:This is a full-time on-site role that involves conducting in-depth financial analysis and modeling, evaluating potential investments, and providing expert advice...

  • Senior Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

    Investment ManagerWe are seeking a skilled Investment Manager with expertise in stock broking to provide personalized investment advice and portfolio management.Key Responsibilities:Develop strong relationships with clients to understand their financial goals and risk tolerance.Provide tailored investment advice based on individual client needs.Manage client...

  • Senior Portfolio Strategist

    2 weeks ago

    Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 16,00,000

    Job Title: Senior Portfolio StrategistAbout the Role:Analyze customer needs for assigned brand portfolios.Manage brands and team members to drive business revenue with efficient resource utilization.Strengthen product portfolio by introducing key products that enhance brand value.Implement customer-centric marketing strategies to boost market share of the...

  • Senior Business Analyst for Portfolio Management

    2 weeks ago

    Navi Mumbai, Maharashtra, India beBeeanalyst Full time ₹ 20,00,000 - ₹ 25,00,000

    As a Senior Business Analyst, you will play a pivotal role in driving the success of our organization's portfolio management efforts. Your primary responsibility will be to work closely with senior change managers to understand business requirements and design technical solutions that meet the needs of stakeholders.The ideal candidate will have a strong...

  • Wealth Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewThe Private Wealth Analyst is a key contributor to the success of our wealth management team. This role involves supporting senior analysts in delivering high-quality portfolio analytics and preparing client proposals.Prepare customized investment analysis to support relationship managers and clients in decision-making.Analyze client portfolios...