Portfolio Manager

12 hours ago


Nellore, Andhra Pradesh, India beBeeCertified Full time ₹ 19,44,000 - ₹ 2,13,36,000
Job Title:

Senior Portfolio Strategist

About the Role:

We are seeking a dynamic and experienced Certified Financial Planner with a proven track record in relationship management to serve as a trusted advisor to our clients.

In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key responsibilities include:


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