Financial Portfolio Analyst

4 days ago


Chennai, Tamil Nadu, India beBeeFinance Full time ₹ 24,00,000 - ₹ 36,00,000

Job Opportunity:

We are seeking an exceptional Relationship Manager to join our team. The ideal candidate will have a strong understanding of financial products and services, excellent communication and presentation skills, and the ability to analyze and review customers' existing portfolios.

The successful candidate will also possess NISM Certification (MF module) and compliance experience, as well as 1-2 years of experience in sales of financial products. Additionally, they will be required to work independently with their own laptop/desktop and internet connection.

Key Responsibilities:

  • Understand financial products and services
  • Analyze and review customers' existing portfolios
  • Develop and maintain relationships with clients
  • Sell and close prospects
  • Meet sales targets and performance metrics


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