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Chief Investment Strategist

2 weeks ago

Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000
Job Title:

Wealth Manager

Job Description:

You will play a crucial role in managing and acquiring High Net Worth (HNI) clients. Your primary responsibility will be to ensure seamless service delivery to these clients while also conducting client profiling to offer tailored financial products.

The ideal candidate will possess excellent communication skills, business acumen, and the ability to analyze complex data. You will be responsible for managing and analyzing client portfolios for performance and profitability, identifying opportunities for cross-selling, and deepening relationships with existing clients.

Additionally, you will support marketing plans and acquisition initiatives in the corporate and HNI space. A keen eye for detail and analytical skills are essential in this role.

Required Skills and Qualifications:

You will require an MBA or equivalent degree along with certifications in AMFI / NISM and IRDA (preferably). You must have strong knowledge of wealth management and financial markets, as well as experience in client acquisition and relationship management.

Benefits:

You will work closely with our team to develop and implement strategies that drive business growth and enhance customer satisfaction.