Financial Services Manager

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,25,00,000

Wealth management plays a pivotal role in helping high net worth individuals and institutional clients achieve their financial objectives.

Key Responsibilities:
  • To offer tailored investment solutions to retail and high net worth individual clients based on assigned portfolios.
  • Achieve business milestones by upselling the company's products and enhancing client relationships.
  • Profile customers and provide personalized financial services to meet their needs.
  • Maintain exceptional service standards for clients and ensure customer satisfaction.
  • Provide strategic investment planning and advice to clients.
  • Achieve sales and revenue targets across various product mixes.
  • Act as the primary point of contact for assigned customers.

Prefers candidates with NISM certification and experience in managing retail and high net worth clients, along with in-depth knowledge of mutual funds. The ideal candidate will have strong analytical and communication skills, be able to work under pressure, and possess excellent time management skills.

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