Sr Financial Planner

1 day ago

Aurangabad, Maharashtra, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Key Responsibilities:

  • Build and maintain strong relationships with high-net-worth clients to provide customized investment, insurance, and wealth planning solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Presentation of periodic performance reports to clients.

The ideal candidate should possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

Additionally, the ideal candidate should be able to think strategically and creatively, identifying new business opportunities and developing innovative solutions to meet client needs.

Required Skills and Qualifications
  • Excellent communication and interpersonal skills.
  • Ability to build strong relationships with clients and colleagues.
  • Strategic thinking and creativity.
  • Knowledge of market trends, financial products, and regulatory changes.
  • Ability to identify new business opportunities and develop innovative solutions.
Benefits

The role offers a competitive salary and benefits package, including a generous bonus structure and opportunities for career growth and development.

Others

The company is an equal opportunities employer and welcomes applications from diverse candidates.

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