Financial Services Consultant

6 days ago

Hyderabad Secunderabad Telangana Vijayawada Visakhapatnam, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000
Privilege Relationship Manager

The Privilege Relationship Manager plays a pivotal role in the financial services sector, serving as a trusted advisor to high-net-worth individuals and clients. Their primary objective is to provide bespoke financial solutions and investment advice tailored to meet the unique needs and goals of their clients. This expert professional also assists high-net-worth individuals and institutions in making informed investment decisions, growing their wealth, and achieving their financial objectives.

Key Responsibilities:
  • To establish and maintain long-term relationships with high-net-worth clients through effective communication, market intelligence, and data analysis.
  • To develop and implement personalized financial plans that align with client goals and risk tolerance.
  • Promote our Focus Product of the month to expand our client base and increase revenue.
  • To maintain accurate records of business activities on internal software CRM etc.
  • To identify opportunities for cross-selling mutual funds, insurance, portfolio management services, and structured products to existing clients.

In this role, you will have the opportunity to work with an existing client base and contribute to the growth and success of our organization.

Fundraising Skills and Qualifications:

  • Demonstrated experience in sales and marketing, particularly in acquiring new clients and expanding existing relationships.
  • Excellent communication and interpersonal skills, with the ability to build strong rapport with high-net-worth clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.
  • Ability to work effectively in a team environment and collaborate with colleagues to achieve shared goals.
  • Knowledge of financial markets, products, and services, including mutual funds, insurance, and portfolio management services.

Benefits:

  • Opportunity to work with a prestigious organization and contribute to its growth and success.
  • A competitive compensation package, including bonuses and incentives.
  • Ongoing training and professional development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.

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