Financial Solutions Expert

5 days ago

Kolkata Surat Ahmedabad, India beBeeStrategic Full time ₹ 15,00,000 - ₹ 20,00,000
Strategic Advisor

Ultra HNI clients require expert financial guidance. You'll advise on diverse investment products, manage large portfolios, and build strong relationships with business associates for scalable business growth.

Key Responsibilities:
  • Advise Ultra HNI clients on equity, futures & options, managing customer portfolios with a book size of ₹25 lakhs and above.
  • Establish strong rapport with business associates to ensure business scalability and high-quality servicing.
  • Support business associates in scaling their existing client base and revenue through quality service and by showcasing future opportunities.
  • Manage an existing book of clients using deep market understanding and advanced strategies to increase book size and revenue.
  • Meet regularly with large customers and business associates to foster strong relationships and understand evolving needs.
  • Profile business associates by conducting reviews of their customers' financial requirements, analyzing investor investment styles and risk appetites, and recommending suitable portfolios or actionable strategies.
  • Create a large options book along with robust revenue, ensuring maximum activation of business associate customers through quality advisory.
  • Identify upselling opportunities and guide large customers to diversify their investment portfolios by advising them on suitable products like Mutual Funds, PMS, IAP, and Insurance.
Requirements:
  • Proven expertise in advising Ultra HNI clients on complex financial products.
  • Demonstrated ability to build and nurture strong B2B relationships for scalable business growth.
  • Deep understanding of equity markets, F&O, and advanced investment strategies.
  • Exceptional communication and interpersonal skills to manage high-value clients and partners.
  • A strong commitment to client longevity through research-backed and insightful advice.
Benefits:

Drive significant business growth through deep market understanding and a client-centric approach.

Others:

Conduct regular reviews of business associates' performance to identify areas for improvement and provide actionable feedback.

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