Investment Advisory Expert

15 hours ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Job Opportunity: Investment Advisory Expert
  • Key Responsibilities:
    • Manage and grow banking and investment relationships with high-net-worth clients, focusing on liabilities and investment products.
    • Identify client relationships with potential for incremental business growth.
    • Meet sales targets across retail assets, forex, cards, and fee-based investment offerings.
    • Provide high-quality advisory and financial planning services, including mutual funds, insurance products, and alternate investments.
    • Deliver exceptional customer service through regular communication, profiling, and customised advice.
    • Ensure all sales and advisory activities are documented in accordance with the bank's processes.

Our ideal candidate will have a deep understanding of investment products and be able to provide expert guidance to our clients. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

Additionally, successful candidates will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. They will be able to work effectively in a team environment and be adaptable to changing priorities and deadlines.

We offer a competitive compensation package and opportunities for career advancement. If you are looking for a challenging and rewarding role, please submit your application today.

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