
Financial Services Professional
6 days ago
Job Description:
The role involves managing wealth and fostering strong client relationships. This entails acquiring and retaining high net worth clients, ensuring seamless service delivery, and providing tailored financial solutions to meet their needs.
Responsibilities:
- Identify opportunities for cross-selling and deepening client relationships.
- Conduct in-depth client profiling to offer Debt, Equity, Mutual Fund, Structured Product, and Real Estate offerings.
- Manage and analyze client portfolios for performance and profitability.
- Support marketing initiatives and drive business growth in the corporate/HNI space.
Qualifications:
- MBA / PGDBA / PGPM or equivalent degree
- AMFI/NISM certification (mandatory)
- IRDA certification (preferred)
Skills:
- Wealth Management & Financial Markets Expertise
- Client Acquisition & Relationship Building
- Portfolio Analysis & Management
- Business Development & Cross-Selling
Benefits:
Up to 15 LPA + Incentives (dependent on interview performance)
How to Apply:
Interested candidates can share their resume via the provided contact details.
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