Senior Manager/Chief Manager

14 hours ago


Thoothukudi, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a seasoned professional to take on the role of Senior Manager or Chief Manager in Wealth Management.

This challenging position requires an individual with excellent socializing and relation-building skills, exceptional communicating and listening abilities, and the capacity to explain complex information clearly and concisely.

The ideal candidate will possess a minimum of 7-12 years of experience in Wealth Management, Financial Planning & Investment Advisory. They should hold relevant certifications and have exposure to all Wealth Instruments, including Insurance, FD, Mutual Fund, PMS, AIF, etc.

Key responsibilities include developing and providing solutions to clients based on their requirements, conducting timely and regular follow-up with leads, increasing client base by meeting new clients, and upselling and cross-selling products to existing investors.

In addition, they will share regular updates with investors regarding schemes, research papers, and market trends. The candidate must be able to analyze client requirements, have strong logical and numerical abilities, and be able to deal with stress and adhere to procedures.

This is a high-profile role that demands a confident individual who can conduct themselves well in front of clients.

We value teamwork, professionalism, and continuous learning. If you are looking for a demanding role that offers opportunities for growth and development, please submit your resume for consideration.



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