Senior Wealth Manager Professional

3 days ago

Nagpur, Maharashtra, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000

As a wealth management professional, you will play a key role in acquiring and managing high net worth clients.

Key Responsibilities:

  • You will conduct thorough client profiling to offer a range of financial products including debt equity mutual funds structured and real estate products
  • You will manage and analyze client portfolios for performance and profitability providing expert advice to drive business growth
  • You will develop and implement strategies to cross-sell and deepen relationships with existing clients increasing share of wallet
  • You will collaborate with the marketing team to support acquisition initiatives and enhance brand visibility in the corporate and HNI space

Requirements:

  • MBA PGDBA or equivalent degree
  • AMFI NISM certification is mandatory IRDA certification is preferred

Skillset:

  • Wealth Management & Financial Markets Knowledge
  • Client Acquisition & Relationship Management
  • Portfolio Analysis & Management
  • Business Development & Cross-Selling

Benefits:

You will have the opportunity to work with a dynamic team and contribute to the growth and success of the organization

This role offers a challenging and rewarding career path with opportunities for advancement and professional development

You will be part of a collaborative and supportive work environment that fosters innovation and teamwork

Others:

Please note that this job requires strong communication and interpersonal skills as well as the ability to work in a fast-paced environment

The ideal candidate will be highly motivated proactive and results-driven with a passion for wealth management and financial markets

This role is subject to change based on the needs of the organization and may require flexibility and adaptability

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