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Financial Advisor

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Hyderabad, Telangana, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description
To establish and maintain strong relationships with high-net-worth individuals, understanding their financial goals and objectives.
To provide personalized financial advice and wealth management solutions tailored to their needs and risk appetite.

Key Responsibilities:
1. Conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
2. Demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
3. Educate clients on the features, benefits, and risks associated with various wealth management products.
4. Recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
5. Identify new business opportunities and generate leads through networking and referrals.
6. Drive business growth by effectively cross-selling wealth management products and services to existing clients.
7. Conduct thorough due diligence on investment products and providers to mitigate risks.
8. Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements
1. Relevant experience of years
2. Strong understanding of wealth management products, including AIFs and PMS
3. Proven track record of building and managing relationships with high-net-worth individuals
4. Excellent communication, presentation, and negotiation skills
5. Ability to work independently and as part of a team in a fast-paced environment
6. Relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage