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Financial Services Consultant
3 weeks ago
Financial Services Consultant
We are seeking an experienced Financial Services Consultant to drive growth and deliver exceptional customer service.
Key Responsibilities:
- Acquire new clients through market research and professional networking
- Maintain existing client relationships and deepen the wallet from existing clients
- Advise clients on their investments and manage their overall financial portfolio
Requirements:
- 3-5 years of work experience in Private Banking or Wealth Management
- Good track record in current and previous roles (at least 3-4 years of stability)
- Experience in handling and managing high net worth clients with a minimum investment amount of Rs.1 Cr and above
Benefits:
- Opportunity to work with affluent clients and build long-term relationships
- Professional development and career advancement opportunities
- A dynamic and supportive team environment
Why You'll Thrive Here:
You will excel in this role if you have excellent communication skills, a passion for delivering exceptional customer service, and the ability to build strong relationships with clients.
