Wealth Acquisition Professional

7 days ago

Pune, Maharashtra, India beBeeBusiness Full time ₹ 9,00,000 - ₹ 12,00,000

Job Opportunity: Business Development Trainee

Gain a comprehensive understanding of wealth management and client acquisition strategies in our trainee program.

Key Responsibilities
  • Assist in identifying and acquiring new clients through referrals, events, and networking opportunities.
  • Develop and execute plans to promote investment products and services to high-net-worth individuals and business owners.
  • Understand client requirements and risk profiles to provide suitable financial product recommendations.
  • Ensure compliance with regulatory guidelines in client interactions.
Benefits
  • Structured training in wealth advisory and client acquisition strategies.
  • Practical exposure to relationship management with high-net-worth individuals and business owners.
  • One-on-one mentorship from experienced professionals in the field.
  • Opportunity to transition into a full-time role based on performance.

Our ideal candidate will possess strong interpersonal and communication skills, with the ability to connect with clients and build lasting relationships. We are looking for final-year MBA/PGDM students with a preference for finance, marketing, or business administration majors.

Application Process

Interested candidates should send their updated resume for consideration.

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