Senior Fintech Business Partner

7 days ago

Tiruchi, Tamil Nadu, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Senior Financial Advisor

Our Client:

  • Is a leading fintech platform that transforms the way Indians manage their finances.

By leveraging technology, we offer smarter, faster, and more convenient financial solutions.

With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

Job Summary:

  • As a Senior Financial Advisor, you will be responsible for building and maintaining strong relationships with affluent / high-net-worth clients.

Key Responsibilities:

  • Client Relationship Management:
    • Build and maintain trust-based relationships with clients, acting as their primary point of contact for all financial matters.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
    • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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