Strategic Wealth Advisor

2 days ago

Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Investment Strategist

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Investment strategists play a crucial role in helping high net worth individuals and ultra high net worth individuals achieve their short-term and long-term investment goals. Their primary responsibility is to provide exclusive product bouquets and superior service delivery to clients.

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Main Responsibilities:

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  • Address HNI and UHNIs client requirements for investments through a range of products, including debt, structures, equities, MFs, fund-based real estate products, and other investment products.">
  • Assist in developing and implementing marketing plans to acquire new customers in the corporate space and formulate acquisition initiatives.">
  • Manage a group of HNI and UHNI clients and handle their profiles, providing financial products that meet customer needs.">
  • Cross-sell services to mapped broking clients according to customer needs and enhance customer profitability by capturing a larger share of their wallet.">
  • Earn profits from portfolios: Generate high income per customer.">
  • Acquire new customers who meet product criteria through cross-referencing and utilize an existing database of clients.">
  • Sales of Mutual Funds, LIC of HDFC life & TATA, PMS, and cross-selling of LAP/HL, LAS products.">
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Key Skills and Qualifications:

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To succeed in this role, you must possess excellent communication skills, be able to build strong relationships with clients, and have a deep understanding of financial markets and products.

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Benefits:

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This role offers a challenging and rewarding career path, opportunities for growth and development, and a competitive salary package.

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Others:

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Please note that this job description is not exhaustive and may be subject to change.

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