Senior Financial Advisor

2 weeks ago

Mangalore, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Financial Professional Job Opportunity

The role of Financial Professional at our organization involves building and maintaining strong relationships with high-net-worth clients to provide tailored investment, insurance, and wealth planning solutions.

  • Main Responsibilities:
  • Understand clients' financial goals and risk tolerance to offer customized investment strategies.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide expert advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the business.

About Our Organization: We are a dedicated provider of top-notch recruitment services to our clients. We pride ourselves on our expertise and commitment to excellence in all our endeavors.

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