Accomplished Wealth Management Professional

5 days ago

Ellore, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Key Role: Chief Manager

We are seeking an accomplished Wealth Management Professional to spearhead our team. The ideal candidate will have a strong background in Financial Planning and Investment Advisory, with a proven track record of Asset Under Management (AUM) growth.

Key Responsibilities:
  1. Client Solutions Development: Develop and provide tailored solutions to clients based on their requirements.
  2. Lead Follow-up: Conduct timely and regular follow-up with leads, sharing relevant information through broadcasts and news articles.
  3. Client Acquisition and Growth: Increase client base by meeting new clients and referring existing investors, thereby building AUM.
  4. Portfolio Reviews: Initiate portfolio reviews for existing investors in a timely manner.
  5. Upselling and Cross-selling: Upsell and cross-sell products to existing investors, keeping them updated on market trends.
  6. Investor Updates: Share regular updates with investors regarding schemes, research papers, and other relevant information.
  7. Marketing Coordination: Coordinate marketing activities with the regional marketing team and product team.

Essential Qualities:

  1. Socializing and Relationship-Building Skills. Excellent socializing and relation-building skills.
  2. Communication and Listening Skills. Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
  3. Presentation Skills. Confident individual with strong presentation skills.

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