Expert Client Acquisitions Specialist

1 day ago

Pune, Maharashtra, India beBeeClientAcquisition Full time ₹ 5,00,000 - ₹ 10,00,000

Role Overview

We are seeking an experienced Expert Client Acquisitions Specialist to develop and manage high net worth relationships. This is a key role in our business, requiring strong communication skills, analytical abilities, and a customer-centric approach.

Responsibilities:

  • Identify and acquire high net worth clients through tailored financial solutions and advice.
  • Design and implement comprehensive financial plans for clients, ensuring alignment with their goals and risk tolerance.
  • Build strong relationships with clients through regular communication, meetings, and reviews of their investment portfolios.
  • Collaborate with internal teams, including product and research specialists, to provide expert advice and make informed investment decisions.
  • Stay up-to-date on market trends, research opportunities, and regulatory changes to provide clients with the best possible guidance.
  • Develop and execute business development strategies to expand our client base and deepen existing relationships.

Requirements:

  • Minimum 3-4 years of experience in private banking, wealth management, or a related field.
  • Proven track record of acquiring and retaining high net worth clients.
  • Strong analytical and problem-solving skills, with the ability to work independently and collaboratively as part of a team.
  • Excellent communication and interpersonal skills, with a customer-centric approach.
  • Good understanding of financial markets, products, and regulations.

Benefits:

This role offers a dynamic work environment, opportunities for professional growth, and a competitive compensation package.

What We Offer:

We value our employees and offer a range of benefits, including comprehensive health insurance, retirement planning, and ongoing training and development opportunities.

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