Financial Strategist

2 days ago


Delhi, Delhi, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 2,00,00,000

Job Title: Financial Strategist

About the Role:

The Financial Strategist is a key professional responsible for delivering tailored financial and investment services to clients.

Main Responsibilities:
  • Client Consultation and Relationship Management:
    • Conduct thorough consultations with clients to understand their financial objectives, risk tolerance, investment preferences, and time horizons.
    • Develop and maintain strong relationships with clients, acting as their primary point of contact for investment-related inquiries and advice.


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