Strategic Market Growth Specialist

2 weeks ago


Mumbai, Maharashtra, India beBeeEntrepreneurial Full time ₹ 1,00,00,000 - ₹ 1,80,00,000
Job Description:

We are seeking a Market Lead to spearhead business growth and provide financial advice to high net worth clients.

The ideal candidate will have a strong network of UHNI clients, exceptional communication skills, and the ability to think strategically.

Key Responsibilities include:

  • Providing financial planning recommendations and monitoring market trends to ensure client plans remain responsive.
  • Ensuring growth of Assets Under Management (AUM) and Book Size.
  • Responsible for achieving targets through acquisition and revenue generation from investment products.
  • Customizing portfolio proposals for clients based on risk profile, asset allocation, and investment horizon.
  • Actively reviewing and monitoring client's AUM through timely buy/sell/hold calls.
Required Skills and Qualifications:

The successful candidate will possess:

  • Strong client relationships and networking skills.
  • Exceptional communication and interpersonal skills.
  • A strategic thinking mindset with entrepreneurial approach.
  • High integrity and passion for delivering results.
Benefits:

This role offers opportunities for career growth and development in a dynamic and collaborative environment.

Others:

Please note that this is a challenging role that requires dedication and perseverance. If you are a driven professional looking for a new challenge, please apply now.



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