Portfolio Manager

1 week ago

Mumbai Surat Ahmedabad, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000
Job Opportunity

We are seeking a seasoned financial professional to join our team as an Portfolio Manager. As a key member of our organization, you will be responsible for managing high net worth individual (HNI) and ultra high net worth individual (UHNI) portfolios.

Key Responsibilities:

  • Acquiring, enhancing, deepening, and retaining client relationships to drive portfolio growth.
  • Generating revenue by promoting mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and equity-based products.
  • Nurturing strong client relationships through exceptional communication and interpersonal skills.
  • Developing and maintaining in-depth knowledge of equity and debt-based products, including loans.

Required Skills and Qualifications:

  • Exceptional selling skills and ability to effectively communicate complex financial information to clients.
  • Strong understanding of financial markets, products, and regulations.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Ability to work in a fast-paced environment and meet deadlines.

Benefits:

  • Opportunity to work with a prestigious organization and contribute to its success.
  • Competitive compensation and benefits package.
  • Ongoing training and professional development opportunities.

About Us:

  • We are a leading provider of financial services, dedicated to delivering exceptional results and building long-term relationships with our clients.

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