Financial Portfolio Manager

3 days ago


Pune, Maharashtra, India beBeeFinancialAdvisor Full time ₹ 6,00,000 - ₹ 8,00,000
About the Role
We are seeking an experienced Financial Portfolio Manager to acquire and manage relationships with high net worth clients. The ideal candidate will have a strong understanding of investment opportunities and be able to advise clients on their financial portfolios.

Responsibilities
• Acquire and retain high net worth clients by delivering exceptional service and building strong relationships
• Manage client financial portfolios, including investments in mutual funds, PMS, and structured products
• Research and stay up-to-date on market trends and investment opportunities to provide clients with informed advice
• Work closely with clients to understand their financial goals and develop tailored investment strategies

Requirements
• 5+ years of experience in asset management or a related field
• Strong understanding of investment products and services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits
• Competitive salary and bonus structure
• Opportunities for professional growth and development
• Collaborative and dynamic work environment

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