Corporate Financial Advisor

1 week ago

Thāne, Maharashtra, India beBeeFinancialAdvisor Full time

Job Summary

We are seeking a skilled Corporate Financial Advisor to join our team. In this role, you will be responsible for developing and maintaining strong relationships with key stakeholders at corporate offices.

  • Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate, zonal, and regional offices.
  • Organize and conduct exclusive interaction sessions and activities for high net worth individuals and ultra-high net worth individuals in the corporate sector.
  • Perform on-site visits to corporate offices to offer personalized investment advice and deliver product presentations.
  • Achieve client acquisition targets by engaging high net worth individuals and ultra-high net worth individuals in the corporate sector through direct selling and suitcase selling methods.

Key Responsibilities

The successful candidate will be responsible for driving sales of wealth management products including mutual funds, insurance, portfolio management services, alternative investment funds, and other investment vehicles.

  • Drive sales of wealth management products including mutual funds, insurance, portfolio management services, AIFs, and other investment vehicles.
  • Identify lending requirements of high net worth individuals and ultra-high net worth individuals and provide suitable solutions.
  • Identify and qualify leads within corporate offices and convert them into loyal clients.
  • Develop and implement sales strategies tailored to the investment needs, risk profiles, and financial goals of high net worth individuals and ultra-high net worth individuals in the corporate sector.

Portfolio Advisory & Financial Planning

  • Provide expert investment and portfolio advice to corporate employees, helping them plan their financial journeys.
  • Analyze client profiles and recommend suitable wealth management solutions and products.
  • Regularly review clients' financial portfolios to ensure alignment with evolving financial objectives and market trends.

Market Research & Analysis

  • Stay updated with market trends, economic indicators, and regulatory changes to offer relevant and timely insights.
  • Analyze competitor products and strategies to enhance product offerings and maintain competitiveness.
  • Communicate market updates, new product offerings, and financial insights to clients.

Compliance & Documentation

  • Ensure all sales activities comply with regulatory guidelines and company policies.
  • Maintain accurate documentation and records of client interactions, investment preferences, and transactions.
  • Conduct KYC and due diligence processes adhering to industry standards.

Requirements

To be successful in this role, you will need:

  • Strong communication and interpersonal skills.
  • Excellent analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial markets and instruments.
  • Understanding of regulatory requirements and compliance.

Benefits

We offer a competitive salary and benefits package, including:

  • Opportunities for career growth and development.
  • Flexible working hours and remote work options.
  • Access to training and professional development programs.
  • Collaborative and dynamic work environment.

About Us

We are a leading provider of financial services, committed to delivering exceptional customer service and innovative solutions.

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