Financial Solutions Specialist

2 weeks ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Unlock Your Potential as a Private Wealth Manager.

Overview of the Role:

In this pivotal position, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients in New Delhi, India.

Your core focus will be on achieving revenue targets through effective sales and advisory of investment products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), unlisted shares, and others.

Key Responsibilities:

  • New Client Acquisition: Proactively identify and acquire HNI/UHNI clients through referrals, networking, and market analysis.
  • Sales & Advisory: Promote and sell a range of in-house and third-party financial products.
  • Relationship Management: Build and nurture long-term relationships with clients by understanding their financial goals and offering suitable investment solutions.
  • Target Achievement: Consistently achieve set targets for new client onboarding, business volume, and AUM growth.

Desired Candidate Profile:

- Experience: Demonstrated success in client acquisition and sales, with a self-acquired AUM portfolio exceeding - 20 crores.

- Product Knowledge: In-depth knowledge of PMS and related investment products.

- Skills: Excellent interpersonal and communication skills with a proven ability to attract, engage, and retain clients.

- Qualifications: MBA (Finance/Marketing), CFP, or CFA preferred.

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