Senior Financial Consultant

4 days ago

Delhi, Delhi, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Overview

The Senior Financial Consultant serves as the primary point of contact for clients, providing exceptional service and delivering tailored financial solutions.

This role involves acquiring high net worth relationships and managing them to achieve optimal results. The ideal candidate will have a strong understanding of financial markets and investment products, as well as excellent analytical and problem-solving skills.

Key Responsibilities:

  • Acquire high net worth clients through strategic outreach and relationship building.
  • Maintain client relationships and generate assets under management (AUM) from high net worth clients.
  • Advising clients on their investments and managing their overall financial portfolio to maximize returns.
  • Track market trends to identify new opportunities for client growth.

Requirements:

  • A minimum of 3-4 years of experience in wealth management or private banking.
  • Selling of financial products such as mutual funds, PMS, and structured products.
  • Ability to handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
  • Strong analytical skills and ability to work in teams.

Skills and Abilities:

  • Excellent communication and interpersonal skills.
  • Ability to build long-term relationships with clients.
  • Knowledge of financial markets and investment products.
  • Ability to work in a fast-paced environment and meet deadlines.

Education and Experience:

  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 3-4 years of experience in wealth management or private banking.

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