Senior Financial Intermediary Liaison

1 day ago

Hyderabad Secunderabad Telangana Pune Chennai, India beBeeFinancialAdvisor Full time US$ 90,000 - US$ 1,20,000
  • As a key player in our organization, the Financial Intermediary Specialist will be responsible for fostering and maintaining robust relationships with financial advisors, acting as their primary point of contact and ensuring that their needs are met.
  • The successful candidate will work closely with financial advisors to understand their business objectives, investment strategies, and client profiles. This information will enable us to tailor our services and products to meet their specific needs.
  • A major aspect of this role will be identifying new opportunities for growth and expansion with financial advisors, allowing us to broaden our product offerings and enhance our value proposition.
  • To achieve this, the Financial Intermediary Specialist will need to promote our financial products and investment solutions to financial advisors, highlighting their benefits and features to their clients.
  • The successful candidate will also provide personalized support to financial advisors, addressing their inquiries and offering product information to assist with financial planning solutions.
  • In addition, they will conduct training sessions, seminars, and presentations to educate financial advisors on our products and services.
  • Another critical responsibility will be collaborating with financial advisors to set performance targets and sales goals, as well as monitoring and analyzing sales data and performance metrics.
  • This analysis will enable us to provide guidance and recommendations to help financial advisors achieve their targets and optimize their performance.

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