Senior Wealth Manager

5 days ago

Ahmedabad Mumbai Pune, India beBeeWealth Full time ₹ 12,50,000 - ₹ 17,50,000

The role of a Wealth Management Professional involves building and nurturing long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions.

Key Responsibilities:
  • Nurturing Client Relationships

To address the investment requirements of HNI clients, we offer exclusive product bouquets and superior service delivery to assist them in achieving their short-term and long-term investment goals via profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products.

  • Profiling Customers and Providing Financial Solutions
  • Cross-selling to Mapped Broking Clients and Services According to Customer Needs
  • To Enhance & Retain Customer Profitability by Capturing a Larger Share of Wallet
  • Ensuring Portfolio Profitability: Generating High Income per Customer
  • Acquiring New Customers Who Meet Product Criteria Through Cross-referral
  • Staying Up-to-date with Industry Trends, Economic Developments, and Regulatory Changes that Could Impact Clients' Financial Positions
Marketing and Business Development:
  • Assisting in the Development and Implementation of Marketing Plans for Acquiring New Customers in the Corporate Space and Formulating Acquisition Initiatives
  • This Role Involves Acquiring B2C or B2B Clientele & Building a Portfolio Thereon
  • Acquisition - Assisting the Head RM in Executing Successful Micro-events for the Acquisition of New Clients
  • Acquiring New Accounts from Group Collaborate within the Internal Teams Including Research, Investment, and Compliance to Ensure the Delivery of Accurate and Compliant Investment Solutions to Clients
Financial and Product Expertise:
  • Ensuring Portfolio Profitability: Generating High Income per Customer
  • Staying Up-to-date with Industry Trends, Economic Developments, and Regulatory Changes that Could Impact Clients' Financial Positions

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