
Financial Advisor
1 day ago
The key to our business success lies in delivering exceptional client service and building lasting relationships. As a Financial Advisor - Relationship Manager, you will be the primary point of contact for high net worth clients.
This role requires strong selling skills, particularly in Mutual Funds, PMS, and Structured Products. You will also need to have experience working in a Private Bank/Wealth Management setup, handling clients with minimum investments exceeding Rs. 1 Cr.
We are looking for an individual with a good vintage in previous companies (minimum tenure of 3-4 yrs) and strong analytical skills. Team work capabilities are also essential for this position.
Responsibilities- Acquiring preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generating Assets Under Management from preferred clients.
- Advising clients on their investments and managing their overall financial portfolio.
- Deepening wallets from existing clients.
- Tracking the Affluent & Super Affluent Client segment for new client acquisition.
- Staying up-to-date on financial market trends and researching investment opportunities.
- Coordinating with product and research teams for investment decisions.
- Organizing seminars, workshops, and business development activities.
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