Senior Investment Manager

3 days ago


Indore, Madhya Pradesh, India beBeeWealthManagement Full time ₹ 1,80,00,000 - ₹ 2,52,00,000

Strategic Wealth Management Role

Job Summary:

The primary objective of this position is to cater to high net worth and ultra high net worth clients with their investment requirements, offering an exclusive product range and exceptional service delivery.

Key Responsibilities:

  • Cultivate relationships with HNI and UHNIs for investment purposes
  • Contribute to the development and implementation of marketing strategies aimed at acquiring new customers in the corporate sector
  • Manage a portfolio of HNI and UHNIs clients
  • Customer profiling and provision of financial products tailored to meet customer needs
  • Cross-selling services and products to mapped broking clients based on customer requirements
  • Enhance customer profitability by increasing wallet share
  • Ensure profitable client portfolios: Generate substantial income per customer
  • Acquire new customers who meet product criteria through cross-referencing
  • Maintain an existing database of clients
  • Sales of mutual funds, life insurance policies, and other financial products

About Our Services:

Our firm provides expert advice to individuals and businesses, committed to assisting our clients achieve their financial objectives and goals.



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