Senior Investment Advisor

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

We are seeking a seasoned Investment Strategist

  • Deliver exceptional client experiences by providing personalized investment solutions to high net worth individuals.
  • Develop and implement targeted marketing strategies to attract new clients in the corporate space.
  • Build and maintain strong relationships with key clients, identifying their financial goals and objectives.
  • Analyze customer data to identify cross-selling opportunities and develop tailored financial solutions.
  • Collaborate with internal teams to ensure seamless service delivery and high client satisfaction.
  • Develop and track key performance indicators to measure portfolio profitability and client retention.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice to clients.
Requirements:
  • Bachelor's degree in Finance, Economics, or related field.
  • Proven experience in investment sales and client relationship management.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
Benefits:
  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health insurance and retirement plan.
  • Opportunities for professional growth and development.

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