Senior Portfolio Strategist

1 week ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Job Title

This role is for an Investment Counselor / Wealth Specialist responsible for driving sales by leveraging deep product knowledge and supporting the sales team. The ideal candidate will be a subject matter expert, primarily focused on conducting training and knowledge sessions to ensure a consistent and effective sales pitch across the team.

Main Responsibilities
  • Drive sales across the region through concept selling and leveraging customer relationships.
  • Achieve product-level targets for specific Equity and Debt products within the assigned zone.
Key Skills
  • Expertise in product knowledge across Equity and Debt.
  • Strong ability to conduct training and knowledge sessions.
  • Excellent communication and presentation skills.
  • Proven ability to build and manage relationships with clients, distributors, and internal teams.
  • Strong understanding of capital markets and investment products.

The successful candidate will work closely with the sales team to increase product mix and market spread, provide critical ground feedback to the business, and support the creation of simplified communication on focused products.

About This Role

This is an exciting opportunity for a skilled Investment Counselor / Wealth Specialist to join our organization and contribute to driving sales growth and excellence.

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