Financial Advisor

5 days ago

Cochin Kochi Ernakulam Udaipur Pune, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

Key Responsibilities:

  • Deliver comprehensive wealth management services to high net worth individuals, addressing their personal and business banking needs, as well as insurance requirements.
  • Achieve targets for product mix, ensuring a balanced portfolio that meets clients' expectations.
  • Maintain 360-degree visibility into clients' financial and business activities, providing tailored solutions to meet their evolving needs.
  • Establish and deepen relationships with high net worth customers, leveraging effective relationship management strategies to drive growth and retention.
  • Analyze and address clients' financial, banking, investment, and business objectives, providing expert guidance to optimize their portfolios.
  • Provide exceptional customer service, focusing on wallet share and satisfaction to ensure client loyalty and retention.
  • Proactively manage client portfolios to mitigate risks, ensuring stability and book value optimization.
  • Monitor and manage key performance indicators at the highest level, driving business growth and excellence.
  • Execute sensitive customer transitions with care and professionalism.
  • E nsure ongoing compliance with established policies and procedures.
  • Report suspicious transactions promptly to supervising officers.

Required Skills and Qualifications:

  • Strong understanding of wealth management principles and practices.
  • Excellent communication and relationship-building skills.
  • Ability to analyze complex financial data and provide insightful recommendations.
  • Strong problem-solving and critical thinking skills.
  • Highly organized and detail-oriented, with excellent time management skills.

Benefits:

  • Opportunity to work with high net worth clients and contribute to their financial success.
  • Collaborative and dynamic work environment.
  • Ongoing training and development opportunities.
  • Competitive compensation and benefits package.

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