Strategic Portfolio Advisor

5 days ago

Chennai Bengaluru Bangalore, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

Key Position: Senior Investment Manager

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  • Develop and execute plans to expand customer base through targeted sales and marketing initiatives.
  • Build and maintain strong, professional relationships with existing and prospective clients to increase revenue growth and client satisfaction.
  • Provide personalized investment advice and portfolio management services to high net worth individuals and families.
  • Identify opportunities to upsell and cross-sell financial products and services to clients.

Essential Skills & Qualifications:

  • Extensive experience in investment management and sales.
  • Proven track record of delivering exceptional results in a fast-paced environment.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Responsibilities:

Deliver top-tier service to assigned customers. Focus on the acquisition and servicing of HNI/UHNI customers.

Profile customers to provide tailored financial solutions that meet their specific needs. Ensure highest levels of service are maintained while adhering to industry standards and regulations.

Achieve business targets by upselling mutual fund products and other financial offerings to Retail/HNI clients from an assigned database.

Act as single point of contact for assigned customers, providing regular updates and progress reports.

Enhance client net worth relationships by providing comprehensive investment planning and advice.

Generate fresh leads through referrals to expand clientele.

Upsell mutual fund products and other financial offerings to Retail/HNI clients from an assigned database.

Act as a client advisor , provide key recommendations, enhance relationship value and ensure long-term partnership.

Required to deliver strong sales performance and revenue growth across a diverse product mix.

Prioritize top tier customer relationship management. Focus on Upselling AMC Products, Enhance Client Net Worth Relationships, Achieve Sales and Revenue Targets across Diverse Product Mix.

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