
Financial Services Professional
1 day ago
Key Responsibilities:
- Deliver exceptional service to high net worth individuals.
- Identify and provide clients with debt, equity, mutual fund, structured, and real estate solutions.
- Manage client portfolios for optimal performance and profitability.
- Promote cross-selling opportunities, enhance relationships, and increase revenue share.
- Support strategic marketing plans and business development initiatives.
Requirements:
- Master's degree in Business Administration or equivalent.
- Professional certifications such as AMFI or NISM are mandatory; IRDA is preferred.
Essential Skills:
- Strong knowledge of wealth management and financial markets.
- Effective client acquisition and relationship management skills.
- Portfolio analysis and management expertise.
- Business development and sales skills.
Benefits:
- Opportunity to work with a dynamic team.
- Chance to develop professional skills and expertise.
- Competitive compensation and benefits package.
What We Offer:
- Supportive work environment.
- Opportunities for growth and advancement.
- Recognition and rewards for outstanding performance.
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