Custodian of Wealth Relationships

11 hours ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

Job Summary

We are seeking a seasoned professional to join our team as a Custodian of Wealth Relationships. In this role, you will be responsible for developing and executing strategies to acquire high net worth individual clients, providing equity advisory services, and managing their relationships.

Key Responsibilities:

  • Develop and execute strategies to identify, acquire, and retain high net worth individual clients, with a focus on building strong relationships and delivering exceptional service.
  • Analyze market trends and client needs to develop effective solutions and advise clients on investment opportunities.
  • Collaborate with internal teams to provide comprehensive wealth management services and ensure seamless delivery of client objectives.
  • Identify cross-selling opportunities and work with colleagues to implement strategic plans to grow revenue and expand the client base.

Required Skills and Qualifications:

  • At least 4-12 years of experience in the broking industry, preferably in a similar role.
  • Proven ability to handle complex client relationships, including acquisition, advice, and relationship management.
  • Strong understanding of equity and derivatives products, as well as equities markets.
  • Certification in Equity and Derivative Segment is mandatory.
  • Graduation or MBA degree.

Benefits:

As a Custodian of Wealth Relationships, you will have access to a comprehensive training program, cutting-edge technology, and a dynamic work environment that fosters collaboration and innovation. You will also have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.

About the Role:

This is an exciting opportunity to join a forward-thinking organization that values creativity, entrepreneurship, and community involvement. Our company is committed to making a positive impact in the community through various initiatives and partnerships. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this role.

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