Executive Advisor

5 days ago

Pune Thiruvananthapuram Trivandrum Hyderabad Secunderabad Telangana, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Unlock Your Potential as a High-Net-Worth Client Advisor

We are seeking an experienced professional to join our team as a Vice President/Assistant Vice President/Manager. This role is critical for building and managing relationships with Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling.

Key Responsibilities:

  • Acquire and manage UHNI/HNI client relationships with a book size of Rs. 25 Lacs and above.
  • Advise UHNI/HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships.
  • Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance.
  • Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT).
  • Apply deep market understanding and advanced strategies to increase client book size and revenue.
  • Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
  • Monitor and enhance advisors' advising skills through call tracking, weekly targets & meetings, and conference calls.
  • Coordinate with Third Party Product Manufacturers and all relevant stakeholders.
  • Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment.

What We're Looking For

  • Expertise in Equity Advisory and Wealth Management.
  • In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance.
  • Strong understanding of Equity, Derivatives, Currency, and Commodity Markets.
  • Proven ability to acquire and manage UHNI/HNI client relationships.
  • Excellent client servicing and problem-solving skills.
  • Strong communication and interpersonal abilities.

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