Strategic Relationship Builders

10 hours ago

Bengaluru Bangalore Ahmedabad Cochin Kochi Ernakulam, India beBeeFinancialAdvisor Full time ₹ 12,00,000 - ₹ 36,00,000

Wealth Management Professional

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  • Key Responsibilities:

  • Acquire, deepen and retain High Net Worth Individuals (HNIs) / Ultra High Net Worth Individuals (UHNIs) as clients.

  • Generate revenue by promoting Mutual Funds, Portfolio Management Services, Alternate Investment Funds and Equity Broking services.

  • Nurture strong relationships with clients through networking and effective communication.

  • Possess in-depth knowledge of equity and debt-based products, including loans.

  • Demonstrate exceptional selling skills, soft skills and product knowledge.

  • Stay updated on capital markets and financial products to provide expert advice to clients.

  • BUILD AUM (Assets Under Management) and client base in line with company targets.

  • Share market insights and relevant reports with clients.

  • Minimum 7 years of experience required.

  • Familiarity with Mutual Funds, PMS, AIF, Stock Broking and Equity products essential.

  • Existing Wealth Management/ Private Banking experience beneficial.

  • AUM of minimum Rs. 50 Cr is a must.

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  • Strategic Relationship Builder

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    5 days ago

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    2 weeks ago

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    3 weeks ago

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    4 days ago

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