Wealth Portfolio Manager

15 hours ago

Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 1,50,00,000

We are seeking an experienced wealth professional to manage high-value client portfolios and drive revenue growth.

Job Description

The ideal candidate will have a proven track record of managing large-scale financial portfolios and delivering exceptional results. They will be responsible for building strong relationships with clients, identifying new business opportunities, and leveraging their own portfolio to drive revenue.

Key Responsibilities:
  • Drive sales of investment products, including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions.
  • Build strong long-term relationships with clients by offering tailored financial solutions.
  • Generate new business opportunities through networking, referrals, and leveraging your own portfolio.
  • Achieve revenue and business growth targets as per company goals.
Required Skills and Qualifications

The ideal candidate will possess the following skills and qualifications:

  • 3+ years experience in Banking/Securities/Broking.
  • Proven track record of managing 35 Cr+ portfolio.
  • Strong financial product knowledge & client relationship skills.
Benefits

We offer a competitive compensation package, including:

  • Fixed CTC: Up to 15 LPA (based on experience & portfolio size).
  • Performance Incentives: Attractive, uncapped earning potential.

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