Financial Services Professional

1 day ago


Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 15,00,000

Key Responsibilities:

  • We will focus on delivering exceptional service to high net worth individuals, ensuring seamless experience.
  • To cater to clients' needs, we offer debt, equity, mutual fund, structured, and real estate products.
  • We are responsible for managing and analyzing client portfolios for performance and profitability.
  • We drive cross-selling initiatives to deepen relationships and enhance our share of wallet.
  • Additionally, we support marketing plans and acquisition initiatives in corporate and high net worth spaces.

Required Qualifications:

  • A master's degree in business administration or postgraduate diploma in business administration or postgraduate program in management is preferred.
  • Certification from the Association of Mutual Funds in India (AMFI) or National Institute of Securities Markets (NISM) is mandatory; Insurance Regulatory and Development Authority (IRDA) certification is highly recommended.

Key Skills:

  • Familiarity with wealth management and financial markets.
  • Client acquisition and relationship management skills.
  • Portfolio analysis and management capabilities.
  • Business development and cross-selling expertise.

This role is ideal for a professional looking to build a career in wealth management and relationship building.



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