Senior Financial Advisor

5 days ago

Chandigarh Coimbatore Pune, India beBeeWealthManagement Full time ₹ 12,00,000 - ₹ 36,00,000
Client Acquisition and Relationship Management

We are seeking a skilled Client Acquisition and Relationship Manager to join our team.

The successful candidate will be responsible for acquiring, deepening, and retaining high net worth individual (HNI) and ultra-high net worth individual (UHNI) clients. They will generate revenue by promoting mutual funds, portfolio management services, alternate investment firms, and equity broking.

Key responsibilities include:

  • Networking and cultivating strong relationships with clients.
  • Exceptional selling skills, soft skills, and knowledge of products.
  • Deep understanding of capital markets and financial products to provide valuable advice to clients.

Requirements:

  • Minimum 7 years of experience in wealth management or a related field.
  • Knowledge of mutual funds, PMS, AIF, stock broking, and equity.
  • Existing relationship manager with experience in wealth management or private banking.

Preferred qualifications include:

  • AUM of at least Rs. 50 crore.
  • Skills: Wealth management, relationship management, investment advisory, portfolio management, and sales of financial products.

This is an exciting opportunity to work with a leading organization and make a meaningful impact on the financial well-being of our clients.

If you are a motivated and results-driven professional looking to take your career to the next level, please apply today.

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