Relationship Builder

1 day ago

secunderabad, India beBeeRelationship Full time

Job Summary:We are seeking an experienced professional to develop and provide solutions to clients based on their requirements.The ideal candidate will conduct timely follow-ups with leads and keep them updated on market trends.Key responsibilities include increasing the client base by meeting new clients and building asset under management (AUM).Initiate portfolio reviews and upsell/cross-sell products to existing investors.Regular updates will be shared with investors on schemes, research papers, etc.Essential Skills:Excellent socializing and relationship-building skills.Strong logical and numerical abilities.Able to deal with stress and follow procedures.Candidate Profile:Minimum 1-5 years of experience in wealth management, financial planning & investment advisory.Possession of requisite certifications is advantageous.

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