Senior Wealth Manager

2 weeks ago

Hyderabad Visakhapatnam Vijayawada, India beBeeFinancialAdvisor Full time ₹ 30,00,000 - ₹ 50,00,000
Job Title

The role of a Financial Advisor is crucial in the wealth management industry. They serve as a trusted advisor to high-net-worth individuals and institutions, providing personalized financial services and investment advice tailored to their unique needs and goals.

Key Responsibilities:
  • Acquiring quality clients through networking, data analysis, and market intelligence
  • Developing strong relationships with existing clients and identifying opportunities for growth
  • Promoting our Focus Product of the month
  • Maintaining accurate records of business transactions on internal software CRM
  • Selling MF, Insurance, PMS, and Structure Products to privilege clients
Requirements:
  • Demonstrated sales skills and experience in acquiring and managing a client base
  • In-depth knowledge of local market intelligence and trends
  • Able to provide excellent customer service and build long-term relationships

We are seeking a highly motivated and results-driven individual who can join us with an existing client base. If you have a passion for delivering exceptional financial services and driving business growth, we encourage you to apply for this exciting opportunity.

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