Financial Strategist

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 45,00,000

Job Title: Financial Strategist

At our organization, we are seeking a skilled and motivated Financial Strategist to join our team. As a key member of our sales force, you will play a pivotal role in expanding our customer base and driving revenue growth through strategic planning and execution.

  • About the Role:

  • The ideal candidate will have strong analytical and communication skills, with the ability to effectively engage with clients and stakeholders at all levels.

  • You will be responsible for developing and executing business strategies that align with our company's goals and objectives.

  • This includes identifying new opportunities for growth, building relationships with key decision-makers, and negotiating agreements that drive revenue and profitability.

Key Responsibilities:

  • Expand the customer base by actively prospecting for new clients through diverse methods.

  • Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB's) etc.

  • Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele.

  • Maintain consistent communication with clients via telephone calls and in-person meetings.

  • Educate potential prospects about the company, its products, and services.

  • Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.

  • Assist clients with investment application forms and guide them through the completion process.

  • Daily sales reports and submit them to the reporting officer.

Benefits:

  • Competitive salary and bonus structure.

  • Ongoing training and professional development opportunities.

  • A dynamic and supportive work environment.

Requirements:

  • Strong analytical and communication skills.

  • Ability to effectively engage with clients and stakeholders at all levels.

  • Bachelor's degree in Finance or related field.

  • 2+ years of experience in sales or business development.

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