Portfolio Manager

18 hours ago

Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Opportunity

We are seeking a professional to manage relationships with clients, enhancing and acquiring more assets under management.

Our goal is to align assets with clients' financial strategies, reducing risk, cost, and tax while increasing desired returns and portfolio volatility.

  • Develop and maintain client relationships to achieve exceptional results.
  • Review and service portfolios to deliver an outstanding experience for clients.
  • Onboard new relationships and conduct marketing activities to increase the number of managed clients.
  • Learn new skills and knowledge to provide better services.
  • Adhere to full ethics in providing services and analysis.
  • Collaborate with product teams for delivering specialized advice.

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