Senior Financial Advisor

2 weeks ago


Rajkot, Gujarat, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Description

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.
Required Skills and Qualifications

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.
What We Offer

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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