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Financial Strategist

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Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
High Net Worth Client Advisor

We are seeking a seasoned financial professional to manage and grow our high net worth client base.

You will work closely with clients to understand their financial goals and objectives, providing personalized advice on investment strategies and portfolio management.

Main Responsibilities
  • Acquire and manage high net worth clients for seamless service delivery
  • Conduct client profiling to offer tailored investment solutions
  • Analyze and manage client portfolios for performance and profitability
  • Drive cross-selling initiatives to deepen relationships and enhance share of wallet
  • Support marketing plans and acquisition initiatives in the high net worth space
Requirements
  • MBA or equivalent degree
  • AMFI/NISM certification (mandatory), IRDA certification (preferred)

If you have a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply.