Senior Investment Manager

22 hours ago

Jamnagar, Gujarat, India beBeeWealth Full time ₹ 10,00,000 - ₹ 20,00,000

Wealth Sales

Establishing long-term relationships with high-net-worth clients is crucial in this dynamic role. The ideal candidate will have a solid understanding of investment products and services, as well as excellent communication and interpersonal skills.

  • Building Relationships: Develop strong connections with clients through consistent engagement and personalized service.
  • Financial Planning: Assess clients' financial goals and risk tolerance to provide tailored investment, insurance, and wealth planning solutions.
  • Portfolio Management: Regularly review portfolios and recommend adjustments based on market conditions and client needs.
  • Cross-Selling: Collaborate with internal specialists to deliver comprehensive financial solutions.
  • Business Development: Identify new business opportunities through referrals, networking, and cross-selling efforts.
  • Market Insights: Stay informed about market trends, financial products, and regulatory changes to provide expert advice.
  • Compliance: Ensure adherence to regulatory and internal risk management policies.
  • Performance Reporting: Prepare and present regular performance reports to clients.
  • Sales Performance: Achieve sales and revenue targets set by the organization.

Key Responsibilities:

  • Design and implement customized financial plans for high-net-worth clients.
  • Work collaboratively with internal teams to provide integrated financial solutions.
  • Maintain accurate records of client interactions and transactions.

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