Strategic Wealth Advisors Wanted

6 days ago

Mumbai Bengaluru Bangalore Chennai, India beBeeAdviser Full time ₹ 8,00,000 - ₹ 12,00,000
Strategic Wealth Advisors Wanted

We are seeking experienced and driven wealth advisors to join our team. As a strategic advisor, you will be responsible for acquiring, managing, and advising high net worth clients. Your role will involve driving revenue across a diverse range of investment products and ensuring unparalleled client satisfaction.

Key Responsibilities:
  • Acquire and manage high net worth clients for our advisory services, focusing on clients with a book size of ₹25 Lacs and above.
  • Advise clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments.
  • Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Insurance.
  • Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT).
  • Apply deep market understanding and advanced strategies to effectively increase client book size and revenue.
  • Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
  • Monitor and enhance the advising skills of Advisors through call tracking, weekly targets, meetings, and conference calls.
Candidate Profile:
  • Education: Graduate or Post-Graduate degree.
  • Product Knowledge:
  • Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segments.
  • Familiarity with Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and all related financial products.
  • Market Expertise: Should have an in-depth understanding of micro and macro-economic factors, with expertise in stock, sector, and overall market dynamics (both Global & Domestic).
Benefits:
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
Requirements:
  • Strong communication and interpersonal skills.
  • Ability to work well under pressure and meet deadlines.
  • High level of integrity and professionalism.

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