Senior Portfolio Manager

1 day ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,40,00,000
Investment Manager

We are seeking a skilled Investment Manager with expertise in stock broking to provide personalized investment advice and portfolio management.

Key Responsibilities:

  • Develop strong relationships with clients to understand their financial goals and risk tolerance.
  • Provide tailored investment advice based on individual client needs.
  • Manage client portfolios, monitoring performance and making adjustments as necessary.
  • Conduct market research and analysis to identify opportunities and risks.
  • Stay up-to-date with industry trends and news, providing regular updates to clients.

Requirements:

  • 10+ years of experience in wealth management.
  • Proven track record of generating and maintaining a client base.
  • Strong understanding of financial markets, products, and portfolio strategies.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and manage multiple priorities.
  • Strong analytical and problem-solving skills.

Benefits:

  • Opportunity to grow client base through referrals and sales activities.
  • Increased assets under management by effectively managing client portfolios.
  • Improved profitability through revenue growth and cost management.

Others:

  • Collaborate with other departments to ensure high-quality services.
  • Maintain compliance with relevant regulations and internal policies.
  • Continuously improve knowledge and skills through training programs and certifications.


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