Financial Strategist

2 days ago


India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

We are seeking a seasoned Wealth Strategist to lead our client acquisition efforts. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with high net worth individuals.

Key Responsibilities:
  • Acquire new clients through strategic networking and outreach
  • Maintain existing client relationships to drive repeat business
  • Advise clients on investment opportunities and manage their overall financial portfolios
  • Deepen wallet share from existing clients
  • Coordinate with product and research teams to identify new investment opportunities
  • Conduct seminars, workshops, and business development activities to attract new clients
  • Achieve targets in terms of client acquisition and revenue growth
  • Stay up-to-date on market trends and economic changes to inform investment decisions
  • Review client portfolios to determine whether market changes or life changes require adjustments

Key products include Portfolio Management Services, Model Portfolios, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities.

Qualifications:
  • CFP (Certified Financial Planner)
  • CFA (Chartered Financial Analyst)
  • MBA in Finance or Marketing
  • 5 years of experience in financial services, broking company, and insurance sector

Essential skills include the ability to build strong relationships, handle a large book of business, and communicate effectively with clients.



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