Financial Strategist

3 days ago


Cochin Kochi Ernakulam Pune Coimbatore, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

As a Financial Strategist, you will be responsible for developing and maintaining high-value relationships with affluent clients.

  • You will generate revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.
  • You will design and implement personalized financial plans for your clients, providing them with expert advice and guidance.
  • You will handle client relationships with a minimum investment amount of Rs 25 Lakhs and above.
  • You will bring in new business by building strong ties with existing clients and identifying opportunities to deepen their wallets.
  • You will research and stay up-to-date on market trends and available investment opportunities, advising clients on the best options for their portfolios.
  • You will work closely with product and research teams to make informed investment decisions for clients.
  • You will organize seminars, workshops, and other business development activities to drive growth and engagement.


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