Financial Services Professional

3 days ago

Kottayam, Kerala, India beBeeManagement Full time ₹ 15,00,000

Job Description:

The primary objective of this role is to acquire and manage high net worth individual (HNI) clients, ensuring seamless service delivery.

Key responsibilities include conducting client profiling to offer debt, equity, mutual fund, structured, and real estate products, as well as managing and analyzing client portfolios for performance and profitability.

Additionally, the ideal candidate will drive cross-selling, deepen relationships, and enhance share of wallet by supporting marketing plans and acquisition initiatives in the corporate/HNI space.

Qualifications:

  • MBA/PGDBA/PGPM or equivalent
  • AMFI/NISM certified (mandatory), IRDA (preferred)

Benefits:

This opportunity offers a competitive compensation package, including up to 15 LPA plus incentives.

Required Skills:

  • Wealth management and financial markets knowledge
  • Client acquisition and relationship management
  • Portfolio analysis and management
  • Business development and cross-selling

Interested candidates can reach out to us with their resume.

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