Highly Experienced Financial Strategist

2 days ago

Cochin Kochi Ernakulam Delhi NCR Ahmedabad, India beBeeStrategist Full time ₹ 12,00,000 - ₹ 60,00,000

Financial Strategist Role

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We are seeking a highly skilled Financial Strategist to join our team. The role involves developing and maintaining strong relationships with High Net Worth (HNW) and Ultra HNW clients by providing expert advice and comprehensive financial solutions.

">Key Responsibilities">
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  • Building and nurturing relationships with HNW and UHNW clients to understand their financial objectives and provide tailored investment advice.">
  • Generating revenue by effectively promoting and selling a range of financial products, including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Equity Broking.">
  • Cultivating strong networking relationships with clients to stay informed about their financial needs and provide relevant market insights.">
  • Applying in-depth knowledge of capital markets and financial products to provide sound investment advice and expand client assets under management.">
  • Sending regular updates on market news and trends to keep clients informed and engaged.">
">Required Skills and Qualifications">
  • ">
  • Exceptional sales skills and strong communication abilities.">
  • In-depth knowledge of equity and debt-based products, as well as loans.">
  • Deep understanding of capital markets and financial products for accurate investment advice.">
  • Proficiency in wealth management, relationship management, investment advisory, and portfolio management.">
  • Expertise in selling financial products, such as Mutual Funds, PMS, AIF, and Equity.">
  • Strong foundation in financial planning and stock broking.">
  • Minimum 7 years of experience in wealth management or private banking.">
  • Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity, and related financial instruments.">
  • AUM: Proven track record with an existing AUM of a minimum of ₹50 Cr.">
  • Relevant designations: Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.">
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Why Join Us?

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As a Financial Strategist at our organization, you will have the opportunity to work with a talented team and contribute to the growth and success of our business. We offer a dynamic and supportive work environment that fosters professional development and career advancement.

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How to Apply

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If you are a motivated and experienced Financial Strategist looking for a new challenge, please submit your application, including your resume and cover letter, through our website. We look forward to reviewing your application and discussing this exciting opportunity with you further.

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Note:

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Please ensure that your application is submitted through our official website to avoid any issues with data security and privacy.

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Contact Information:

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For any questions or concerns regarding the application process, please contact us through our website's contact form. We will respond to your inquiry promptly and assist you with any further steps.

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