Senior Financial Advisor

3 days ago

Jaipur Indore, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Relationship Manager Role Overview

The ideal candidate for this role is a seasoned professional with extensive experience in wealth management and private banking. The successful applicant will possess exceptional selling skills, strong soft skills, and a deep understanding of capital markets and financial products.

  • Key Responsibilities:
    • Acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients.
    • Generating revenue by effectively promoting and selling a range of products, including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Equity Broking.
    • Networking and cultivating strong relationships with clients to understand their financial needs and objectives.
    • Applying deep knowledge of capital markets and all financial products to provide sound investment advice.
    • Building Assets Under Management (AUM) and expanding the client base as per company-defined targets.
    • Sending relevant news, market-related inputs, and reports to clients to keep them informed.
Required Skills and Qualifications
  • Experience: Minimum of 7 years of experience in wealth management or private banking.
  • Current Role: Must be an existing Relationship Manager – Wealth Management/Private Banker.
  • Product Knowledge: Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity, and related financial instruments.
  • AUM: Proven track record with an existing AUM of a minimum of ₹50 Cr.
  • Relevant Designations (Preferred): Experience as a Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors, or similar roles focused on Portfolio Management, PMS, Mutual Funds, AIF, and Structured Products.
Benefits

By joining our team, you will have the opportunity to work with a dynamic and experienced group of professionals who share your passion for wealth management and private banking. We offer a competitive compensation package, opportunities for career growth and development, and a collaborative work environment that fosters innovation and creativity.

As a Relationship Manager, you will be responsible for acquiring, deepening, and retaining relationships with HNI and UHNI clients. You will generate revenue by effectively promoting and selling a range of financial products, including mutual funds, portfolio management services, alternative investment funds, and equity broking. Additionally, you will network and cultivate strong relationships with clients to understand their financial needs and objectives.

Our team is committed to providing exceptional service to our clients, and we are looking for talented individuals who share our vision and values. If you are a motivated and results-driven professional with a passion for wealth management and private banking, we encourage you to apply for this exciting opportunity.

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