Senior Client Advisor

2 weeks ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 24,00,000

As a Relationship Manager, you will be responsible for building and maintaining strong, long-term relationships with clients. You will provide financial guidance and recommend suitable investment products, conduct client meetings to understand their financial goals and requirements, and stay up-to-date on market trends.

Key Responsibilities:

  • Build and maintain strong, long-term relationships with clients
  • Provide financial guidance and recommend suitable investment products
  • Conduct client meetings to understand their financial goals and requirements
  • Stay up-to-date on market trends, equities, derivatives, and related products
  • Drive sales and revenue targets through proactive client engagement
  • Support branch operations and contribute to smooth day-to-day processes
  • Collaborate with internal teams to deliver seamless customer experiences

Required Skills and Qualifications:

  • Strong knowledge of stock market operations, equities, and financial products
  • Excellent communication, interpersonal, and client servicing skills
  • Sales-oriented mindset with proven negotiation abilities
  • Analytical and problem-solving skills with a customer-first approach
  • Ability to work independently as well as part of a team

Education:

  • Bachelors and Master's degree in Finance, Economics, Business, or a related field
  • Professional certifications (e.g., CFA) will be an added advantage

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