Financial Services Specialist

1 week ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 40,00,000 - ₹ 50,00,000

Job Title: Senior Wealth Specialist

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Role Overview: As a wealth management professional, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management (AUM) targets through effective sales and advisory of investment products such as PMS, AIFs, unlisted shares, and others.

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Key Responsibilities:

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  • Proactively identify and acquire HNI/UHNI clients through referrals, networking, and market analysis.">
  • Promote and sell a range of in-house and third-party financial products, including portfolio management services, alternative investment funds, unlisted shares, mutual funds, bonds, SIPs, insurance, equities, commodities, and currency products.">
  • Build and nurture long-term relationships with clients by understanding their financial goals and offering suitable investment solutions.">
  • Consistently achieve set targets for new client onboarding, business volume, and AUM growth.">
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Desired Candidate Profile:

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  • Demonstrated success in client acquisition and sales, with a self-acquired AUM portfolio exceeding - 20 crores.">
  • In-depth knowledge of PMS and related investment products.">
  • Excellent interpersonal and communication skills with a proven ability to attract, engage, and retain clients.">
  • MBA (Finance/Marketing), CFP, or CFA preferred.">
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What You Will Achieve:

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You will be responsible for driving revenue growth, building strong client relationships, and delivering exceptional customer service. If you have a passion for wealth management and are looking for a challenging role that offers opportunities for career growth and development, this could be the perfect opportunity for you.

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Why Choose Us:

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We offer a dynamic and supportive work environment, excellent compensation packages, and opportunities for career advancement. If you are a motivated and results-driven individual who is passionate about wealth management, we encourage you to apply for this exciting role.

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