Strategic Financial Partner

3 days ago

Mumbai Ahmedabad Surat, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

Job Title: Strategic Financial Partner

  • Job Description:
  • As a Strategic Financial Partner, you will be responsible for developing and maintaining high-value relationships with affluent clients.
  • You will identify opportunities to increase revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.
  • Develop and implement personalized financial plans for HNI/UHNI clients, ensuring they receive tailored advice and guidance.
  • Manage client relationships with a minimum investment amount of Rs 25 Lakhs and above, focusing on building a strong client book.
  • Drive AUM growth from HNI/UHNI clients by providing expert advice and managing their overall financial portfolios.
  • Stay up-to-date on market trends and available investment opportunities, making informed recommendations to clients.
  • Collaborate with the product and research teams to make informed investment decisions for clients.
  • Conduct seminars, workshops, and business development activities to deepen client relationships and attract new clients.

Requirements:

  • A Master's degree in Business Administration or a related field, or a graduate degree in Finance/Marketing.

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