Portfolio Management Executive

5 days ago

Pune Chennai Coimbatore, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000

Job Title: Portfolio Management Executive

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About the Role:

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We are seeking a highly skilled and experienced Portfolio Management Executive to join our team.

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As a key member of our portfolio management team, you will be responsible for managing high net worth individual (HNI) and ultra-high net worth individual (UHNI) portfolios, with a focus on acquiring, enhancing, deepening, and retaining relationships with clients.

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Your primary goal will be to generate revenue by promoting mutual funds, portfolio management services, alternative investment funds, and equity products.

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To achieve this, you will need to cultivate strong relationships with clients, leveraging your exceptional selling skills, soft skills, and in-depth knowledge of financial products, including equity and debt-based products, loans, and other relevant offerings.

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Responsibilities:

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  • Manage HNI/UHNI portfolios to meet client needs and expectations.">
  • Develop and implement strategies to acquire new clients and deepen existing relationships.">
  • Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact portfolio performance.">
  • Maintain accurate records of client interactions, transactions, and portfolio performance.">
  • Collaborate with internal stakeholders to ensure seamless delivery of services and timely communication with clients.">
  • Foster a culture of excellence, professionalism, and integrity within the team.">
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Requirements:

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  • Proven track record of success in portfolio management or a related field.">
  • Degree in Finance, Economics, Business Administration, or a related field.">
  • Excellent communication, interpersonal, and leadership skills.">
  • In-depth knowledge of financial markets, instruments, and regulations.">
  • Able to work effectively in a fast-paced environment and adapt to changing circumstances.">
  • Proficient in Microsoft Office, particularly Excel.">
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Benefits:

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This is an excellent opportunity to join a dynamic team and contribute to the growth and success of our organization. If you are a motivated and results-driven professional with a passion for portfolio management, we encourage you to apply.

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What We Offer:

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We offer a competitive salary, comprehensive benefits package, opportunities for career growth and development, and a collaborative work environment.

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