Elite Financial Advisor

1 week ago

Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

Key Responsibilities

  • The Relationship Manager will be accountable for Acquiring Preferred clients (Affluent & Super Affluent) and maintaining relationships to generate Assets Under Management (AUM).

Job Description:

The successful candidate will be the primary point of contact for High Net Worth clients, responsible for designing and implementing their financial plans, providing expert advice, and delivering exceptional service standards.

Required Skills and Qualifications:

  • Relationship Managers with prior experience working in a Private Bank/Wealth Management setup.
  • Selling of products: Mutual Funds, PMS, Structured Products.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.
  • Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)

Benefits:

The ideal candidate will have excellent communication and interpersonal skills, with a proven track record of building strong relationships and driving business growth.

Others:

  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

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