
Senior Financial Advisor
2 weeks ago
As a Wealth Management Professional, you will be responsible for acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.
- Conduct client profiling to offer Debt, Equity, Mutual Funds, Structured, and Real Estate products.
- Manage and analyze client portfolios for performance and profitability.
- Drive cross-selling, deepen relationships, and enhance the share of wallet.
- Support marketing plans and acquisition initiatives in the corporate/HNI space.
To succeed in this role, you should possess:
- An MBA or equivalent degree.
- AMFI/NISM certification is mandatory, while IRDA certification is preferred.
Additionally, ideal candidates will have:
- Strong wealth management and financial markets knowledge.
- Excellent client acquisition and relationship management skills.
- Ability to analyze and manage client portfolios for optimal performance and profitability.
- Effective business development and cross-selling skills.
If you are a motivated professional with a passion for wealth management, we encourage you to apply for this exciting opportunity.
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