Chief Investment Strategist

7 days ago

Rajkot, Gujarat, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Lead Financial Services Professional

We are seeking a highly skilled and experienced professional to lead our financial services team. This individual will be responsible for driving business growth, developing strategic partnerships, and delivering exceptional client experiences.

Key Responsibilities:

  • Develop and execute comprehensive sales strategies to expand our financial product offerings.
  • Build and maintain relationships with key clients, stakeholders, and partners.
  • Collaborate with cross-functional teams to develop and implement new business initiatives.
  • Monitor and analyze market trends, competitor activity, and client needs to inform business decisions.

Required Skills and Qualifications:

  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales.
  • Proven track record of success in selling large portfolios and managing high-value relationships.
  • Expertise in various financial products, including PMS, AIF, bonds, mutual funds, and stock market investments.
  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Additional certifications such as CFA, CFP, or equivalent an advantage.

Benefits:

  • Competitive compensation package.
  • Ongoing training and development opportunities.
  • Opportunities for career advancement.

Personal Attributes:

  • Strong communication, negotiation, and interpersonal skills.
  • Results-driven and self-motivated individual.
  • Entrepreneurial mindset with ability to drive business growth.

Investment Product Expertise:

  • Maintain deep understanding of various financial products and communicate their features effectively.
  • Stay updated with market developments, trading strategies, and regulatory changes.

Sales and Performance Metrics:

  • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
  • Regularly track and report sales performance, client acquisition, and retention metrics.
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