Financial Planning Specialist

3 days ago


Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

Job Title: Financial Planning Specialist

Wealth Advisors play a vital role in helping clients achieve their long-term financial goals. Key responsibilities include:

Main Responsibilities:

  • Develop and implement daily work plans prioritizing high-potential leads based on the wealth advisory funnel and size.
  • Identify suitable wealth management products that align with clients' investment objectives.
  • Engage with potential customers, focusing on high-quality lead conversions.
  • Proactively follow up on assigned leads, providing progress updates and mitigation plans to achieve results.
  • Collaborate closely with senior team members to meet objectives and contribute to team performance by sharing best practices.
  • Disseminate learnings and good practices across teams to encourage knowledge sharing and rewards.

Requirements:

  • Bachelor's degree is mandatory.
  • At least 0.6-3 years of experience within a wealth management environment, preferably in a proactive role in BFSI/Finance/Marketing sector.
  • Fluency in English, Hindi, and one regional language.
  • Excellent verbal and written communication skills.
  • High degree of accuracy.
  • Willingness to work extra hours when necessary and attend company meetings outside regular working hours.

About Us:

We are a leading provider of financial services, dedicated to delivering exceptional client experiences. Our team of experts is committed to helping individuals achieve their financial goals through personalized advice and guidance.



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