Wealth Solutions Specialist

20 hours ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title:

">Wealth Solutions Specialist

Job Summary:

">This role is responsible for managing relationships with high net worth clients, offering tailored financial solutions and driving investments into insurance products. The incumbent will require strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.">
  • Conduct in-depth financial profiling to understand client needs and goals.">
  • Maintain high levels of client satisfaction through proactive engagement and service excellence.">
  • Handle clients sourced from foreign banks and other wealth management distribution partners.">
  • Provide comprehensive planning services including investment & retirement planning.">
  • Recommend suitable financial products based on client risk appetite and objectives.">
">

Key Functional Responsibilities:

">

• Client Acquisition & Relationship Management

">
  • Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments.">
  • Monitor and review client portfolios regularly to ensure alignment with financial goals.">
  • Collaborate with internal teams to develop customized investment strategies.">
">

• Retirement & Insurance Planning

">

• Product Knowledge & Upselling

">

• Sales & Revenue Generation

">

• Compliance & Risk Management

">

• Coordination with Partner Offices

">

• Reporting & Analytics

">

Qualification required:

">

Master's degree in finance, Business Administration, Economics, or related field.

">

Years of experience: Minimum 2 years of experience in wealth management, financial advisory, or private banking.

">

Technical skills required:

">
  • Excellent communication and interpersonal skills.">
  • Strong analytical and problem-solving abilities.">
  • Proven track record in client acquisition and revenue generation.">
  • Ability to work independently and manage multiple client portfolios.">
  • High ethical standards and integrity.">
">

Location/Office

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Mumbai, Delhi, Hyderabad, Thrissur, Chennai, Kolkata

">

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