Senior Investment Portfolio Manager

12 hours ago


Shimoga, Karnataka, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

Job Title:

Senior Investment Portfolio Manager

Job Description

Our company seeks an experienced Senior Investment Portfolio Manager to oversee the management of client investment portfolios and provide personalized investment advice.

The ideal candidate will have a strong background in the stock broking industry, excellent communication skills, and the ability to build strong relationships with clients.

Responsibilities include developing and maintaining relationships with clients, providing personalized investment advice, managing client portfolios, conducting market research, staying up-to-date with the latest market trends and news, and generating new business opportunities.

The selected candidate will be responsible for monitoring portfolio performance, making adjustments as necessary to ensure alignment with client goals and risk tolerance.

Key Performance Indicators (KPIs) include achieving and exceeding individual and team sales targets, increasing client retention and satisfaction, expanding the client base, increasing assets under management, meeting profitability targets, and maintaining high compliance standards.

Required Skills and Qualifications

To succeed in this role, you must possess:



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