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Financial Strategist

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Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
\Portfolio Manager\

Key responsibilities include acquiring affluent and super-affluent clients, maintaining client relationships, generating assets under management, and advising on investments.

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  • \
  • Maintain a strong network of affluent and super-affluent clients to generate revenue growth.\
  • Develop and execute strategies to acquire new affluent and super-affluent clients.\
  • Provide investment advice to affluent and super-affluent clients, ensuring their financial portfolios are aligned with their goals.\
  • Conduct market research to identify opportunities for new client acquisition.\
  • Collaborate with cross-functional teams to achieve business objectives.\
  • Stay up-to-date with industry trends and regulatory requirements.\
  • Develop and maintain a deep understanding of the wealth management industry.\
  • Build and maintain strong relationships with key stakeholders.\
  • Develop and implement processes to improve operational efficiency.\\
    • \
    • At least 3-5 years of experience in private banking or wealth management.\
    • Good vintage in current and previous companies, with a minimum tenure of 3-4 years.\
    • Experience handling and managing clients with a minimum investment amount of Rs. 1 Cr and above.\\Benefits\
      • \
      • Competitive compensation and benefits package.\
      • Opportunities for career growth and professional development.\
      • A dynamic and collaborative work environment.\\Others\

The ideal candidate will possess excellent communication and interpersonal skills, be able to build strong relationships with clients and stakeholders, and have a passion for delivering exceptional results.

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Applicants should have a strong understanding of the wealth management industry, including its trends, challenges, and best practices.