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Financial Solutions Advisor

2 weeks ago

Bhavnagar, Gujarat, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000

Wealth Manager Opportunity

Wealth managers play a crucial role in acquiring and managing high net worth individual (HNI) clients, providing seamless service delivery and ensuring their financial goals are met. Key responsibilities include client profiling, portfolio management, performance analysis, cross-selling, and marketing support.

Key Responsibilities:
  • Client Profiling: Conduct thorough client profiling to offer debt, equity, mutual funds, structured products, and real estate solutions that align with their financial objectives.
  • Portfolio Management: Analyze and manage client portfolios to ensure optimal performance and profitability.
  • Cross-Selling: Drive cross-selling initiatives to deepen relationships and enhance the share of wallet for each client.
  • Marketing Support: Collaborate with the marketing team to support acquisition initiatives in the corporate/HNI space.


Requirements:
  • MBA/PGDBA/PGPM or equivalent degree.
  • AMFI/NISM certification is mandatory; IRDA certification is preferred.

Skills:

  • Wealth management and financial markets knowledge.
  • Client acquisition and relationship management expertise.
  • Portfolio analysis and management skills.
  • Business development and cross-selling abilities.

This is an opportunity to leverage your wealth management expertise and make a significant impact on our clients' financial success.

Please note that interested candidates should submit their resumes for consideration.