Senior Portfolio Manager

5 days ago

Delhi Vadodara Thiruvananthapuram Trivandrum, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Job Summary:

An exciting opportunity has arisen for a seasoned investment professional to join our portfolio management team. As a Senior Portfolio Manager, you will be responsible for creating and implementing investment strategies that meet the needs of our clients.

Your primary objective will be to acquire, enhance, deepen, and retain existing client relationships, while also identifying new business opportunities.

You will work closely with our sales team to generate revenue through the promotion of mutual funds, PMS, AIF, and equity products.

In addition, you will be expected to cultivate strong relationships with clients, providing them with exceptional service and advice on financial products.

To succeed in this role, you will need to possess a deep understanding of the capital markets and a strong knowledge of various financial products, including equity and debt-based investments.

You will also be responsible for building and maintaining a robust pipeline of potential clients and ensuring that your client base meets or exceeds the company's target.

Ongoing communication with clients is essential, as you will be required to send regular market updates, news, and other relevant information to keep them informed.

Key Responsibilities:

  • Develop and implement investment strategies that meet client needs
  • Aquire, enhance, deepen, and retain existing client relationships
  • Identify new business opportunities and develop strategies to pursue them
  • Work closely with sales team to promote mutual funds, PMS, AIF, and equity products
  • Cultivate strong relationships with clients and provide exceptional service and advice
  • Build and maintain a robust pipeline of potential clients
  • Ensure client base meets or exceeds company target
  • Send regular market updates, news, and other relevant information to clients

Required Skills and Qualifications:

  • Deep understanding of capital markets
  • Strong knowledge of financial products, including equity and debt-based investments
  • Exceptional selling skills and soft skills
  • Ability to build and maintain strong relationships with clients
  • Excellent communication and interpersonal skills

Benefits:

We offer a competitive salary package, bonus incentives, and ongoing training and development opportunities.

If you are a results-driven professional with a passion for investment and client relationships, we would love to hear from you

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