Strategic Financial Advisor

4 days ago

Hyderabad, Telangana, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Role Overview

  • Deliver high-quality financial planning recommendations to clients with substantial wealth.
  • Stay up-to-date on market trends to ensure client plans are responsive and proactive.
  • Grow Assets Under Management by effectively allocating client funds.
  • Meet targets through the sale of investment products and revenue generation.
  • Provide tailored investment advice based on clients' risk profiles, needs, and preferences.
  • Conduct thorough financial analysis of clients to assess risk tolerance, asset allocation, and liquidity requirements.
  • Design customized portfolio proposals for clients across various asset classes.
  • Regularly review and monitor client portfolios through timely buy/sell/hold decisions.
  • Prioritize AUM growth and revenue generation through relationships with Shriram Wealth.
  • Maintain compliance with regulatory requirements as set by relevant authorities.

Job Requirements

  • Strong network of High Net Worth Individuals and exceptional relationship-building skills.
  • Effective communication and interpersonal skills.
  • Ability to think strategically and take calculated risks.
  • High level of integrity and professionalism.
  • Ambitious and driven individual with an entrepreneurial mindset.
  • Excellent relationship management skills and a collaborative approach.

At Shriram Wealth, we redefine Private Wealth for India's emerging HNIs. We seek a dynamic Market Lead/Sr. Market Lead to drive business growth by understanding clients' financial needs and risk appetite, recommending suitable products, and ensuring AUM growth and revenue generation.

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