Senior Financial Manager

6 days ago

Chennai Bengaluru Bangalore Hyderabad Secunderabad Telangana, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Senior Financial Manager

We are seeking an experienced Senior Financial Manager to lead our team of Relationship Managers in acquiring High Net Worth relationships and managing a portfolio of clients.

About the Role:
  • Main Responsibilities:
  • Establish ties with HNI UHNI clients by designing and implementing their financial plans, ensuring they receive and execute on the right advice.
  • Handle team responsibilities, including coordinating with teams for acquiring HNI/UHNI clients, maintaining client relationships, and generating AUM from preferred clients.
  • Support team in advising Affluent clients on their investments and managing their overall financial portfolio.
  • Research, investigate, and update team on available investment opportunities/financial market trends.
  • Coordinate with product and research teams for taking investment decisions for clients.
  • Conduct and assist in organizing seminars, workshops, and other business development activities.
Requirements:
  • Key Skills:
  • Excellent leadership and communication skills.
  • Strong understanding of financial markets and investment products.
  • Ability to manage multiple priorities and deadlines.
  • Experience working with high net worth individuals.
What We Offer:
  • Benefits:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement plan.
  • Ongoing training and professional development opportunities.
How to Apply:

If you are a motivated and experienced Senior Financial Manager looking for a new challenge, please submit your application.

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