Expert Investment Strategist

5 days ago


Delhi, Delhi, India beBeeInvestment Full time
Job Description

We are seeking a seasoned Portfolio Manager to oversee the financial well-being of our clients. This is an exceptional opportunity for a strategic thinker who can develop and implement effective investment strategies to drive client wealth growth.

Key Responsibilities:
  • Create and execute tailored investment plans that meet client objectives.
  • Serve as the primary point of contact for client interactions, providing expert financial guidance and support.
  • Manage the onboarding process for new clients, ensuring seamless transitions and optimal outcomes.
  • Conduct thorough market analysis to identify and capitalize on profitable investment opportunities.
  • Compile and distribute performance reports, highlighting portfolio achievements relative to industry benchmarks.
  • Develop policies governing the selection, sharing, and management of investments.
  • Offer authoritative advice on alternative investments and diverse financial strategies.
  • Craft comprehensive client financial plans and portfolio rebalancing recommendations.
Requirements and Qualifications

To be successful in this role, you will need:

  • A minimum of 10 years of experience, with the last 3 years focused on Stock Broking, Portfolio Management Services, or Mutual Funds.
  • A post-graduate degree, complemented by certifications like NISM in Research or PMS.


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