Strategic Client Advisor

4 days ago


rajahmundry, India beBeeClientRelationship Full time

Strategic Client AdvisorThis role involves managing client relationships, identifying client needs, and providing tailored financial solutions.The key responsibilities include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies.The ideal candidate will possess experience in Client Relationship Management, a solid understanding of financial products, knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments.Additionally, the successful candidate will demonstrate excellent communication and interpersonal skills, strong analytical skills and attention to detail, ability to work effectively in a team environment, and relevant experience in the financial services industry.A Bachelor's degree in Finance, Business, or related field is required, with additional qualifications such as QPFP or CFP being beneficial for career advancement.



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