Senior Financial Advisor

4 days ago

Pune, Maharashtra, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 15,00,000

Wealth Management Opportunity

  • Seeking a skilled Wealth Manager to acquire and manage high net worth individual (HNI) clients.
  • Conduct client profiling to offer debt, equity, mutual funds, structured, and real estate products.
  • Analyze client portfolios for performance and profitability.
  • Drive cross-selling and deepen relationships with existing clients.

Requirements:

  • MBA/PGDBA/PGPM or equivalent degree.
  • AMFI/NISM certification is mandatory, IRDA certification is preferred.

A strong wealth management professional with excellent client acquisition and relationship management skills is required.

This role offers a unique opportunity to grow your career and contribute to the success of our team by delivering exceptional service and driving business growth.

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