Senior Financial Professional

3 days ago


Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 15,00,000

Job Opportunity

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We are seeking an experienced Wealth Manager to join our organization.

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The successful candidate will be responsible for acquiring and managing high net worth individuals, ensuring seamless service delivery.

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Key responsibilities include conducting client profiling, offering debt, equity, mutual fund, structured, and real estate products.

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Additionally, the Wealth Manager will analyze client portfolios for performance and profitability, drive cross-selling initiatives, and support marketing plans in the corporate/HNI space.

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Required qualifications include an MBA or equivalent, with AMFI/NISM certification mandatory and IRDA preferred.

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Skilled professionals with expertise in wealth management, financial markets knowledge, client acquisition, relationship management, portfolio analysis, business development, and cross-selling are encouraged to apply.

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Interested candidates can share their resume for further consideration.



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