Financial Solutions Specialist

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 60,00,000
Portfolio Growth Advisor

The Portfolio Growth Advisor plays a pivotal role in aligning clients' investment strategies with their preferences.

Key responsibilities include executing trades, providing expert advisory services to enhance portfolio growth, and promoting cross-selling of third-party investment products.

This includes insurance, mutual funds, PMS, SIP, AIF, bonds, fixed deposits, unlisted shares, and investment advisory services.

A successful candidate will possess exceptional sales skills to acquire new clients while maintaining long-term relationships with existing ones.

The advisor will conduct regular client meetings to review portfolio performance, provide tailored investment recommendations, and ensure continuous engagement.

  • Expertise in investment analysis and portfolio management.
  • Familiarity with financial markets and instruments.
  • Strong communication and interpersonal skills.

As a Portfolio Growth Advisor, you will have the opportunity to work closely with clients to understand their financial goals and objectives.

You will be responsible for developing and implementing customized investment plans that meet their needs and risk tolerance.

Your expertise in investment analysis and portfolio management will enable you to make informed decisions and provide valuable insights to clients.

By delivering exceptional service and building strong relationships, you will contribute to the growth and success of our clients' portfolios.

We are seeking a highly motivated and results-driven individual who is passionate about delivering outstanding results and exceeding client expectations.

If you are a self-starter with a passion for finance and a drive to succeed, we encourage you to apply for this exciting opportunity.

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