Strategic Financial Advisor

3 days ago

Jaipur Cochin Kochi Ernakulam, India beBeeInvestment Full time
Job Description:

Advising Ultra High Net Worth Individuals (HNI) on Equity, Futures and Options (F&O), Currency and Commodities.

  • Managing large customers with a book size of 25 lakhs and above.
  • Building strong rapport with Business Associates (Franchisees, Intermediary Financial Advisers) to drive business scalability and quality servicing.
  • Helping Business Associates scale their existing customer base and revenue through high-quality services and showcasing future opportunities.
  • Managing existing books and applying deep market understanding and advanced strategies to increase book size and revenue.
  • Regular meetings with large customers and Business Associates to ensure satisfaction and loyalty.
  • Profiling large customers and Business Associates by conducting in-depth reviews of financial requirements, analysing investor investment styles, risk appetites, and recommending suitable portfolios or actionable insights.
  • Creating large option books along with revenue and maximizing activation of Business Associate customers through high-quality advisory services.
  • Upselling and guiding large customers to diversify their investment portfolios by recommending suitable products like Mutual Funds, Portfolio Management Services (PMS), Insurance Products, and Investment Advisory Products, thereby bringing stability and longevity to their investments.
Required Skills and Qualifications:

Deep market understanding, advanced strategies, profiling, portfolio management, customer relationship building, and business development.

Benefits:

A fulfilling career in a dynamic industry, growth opportunities, and a competitive compensation package.

Others:

Join our team of experienced professionals and contribute to the success of our clients.

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