Strategic Portfolio Manager

2 weeks ago


Mumbai, Maharashtra, India beBeeInnovation Full time ₹ 80,00,000 - ₹ 1,50,00,000
Investment Product Specialist

Elevate your career as an Investment Product Specialist where you will play a pivotal role in evaluating and reviewing various investment products. This includes equities, fixed income, gold, offshore investments, bonds, SGB, NPS, and gift city products.

  • Evaluate investment products and identify trends in the industry through quantitative and qualitative research.
  • Develop innovative investment products and dynamically monitor their performance.
  • Provide market updates and presentations to clients, ensuring effective communication with stakeholders.
Main Responsibilities:
  • Manage relationships with asset management companies (AMCs), conduct due diligence, and evaluate new products.
  • Perform risk management, create product notes for existing and new products, and review portfolio performance.
  • Stay updated on industry trends, monitor market intelligence, and provide reports on product performance.
  • Train sellers on investment products and facilitate fund manager conference calls.
  • Prepare market event notes and client communication materials.
Required Skills:
  • Strong analytical skills and proficiency with MS Office applications (Word, Excel, PowerPoint).
  • Good understanding of banking and financial knowledge, as well as markets and products across various asset classes.


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