Senior Financial Services Manager

2 days ago


Delhi Gurgaon Gurugram Delhi NCR, India beBeeFinancialManager Full time ₹ 15,00,000 - ₹ 20,00,000

Key Role Summary

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This position is focused on building revenue streams through a diverse portfolio of financial products. The ideal candidate will concentrate on asset accumulation, customer acquisition, and managing a defined client base to increase both Assets Under Management (AUM) and overall revenue.

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The role involves growing revenues from various products including brokerage, lending, and insurance services.\

  • Grow revenues from a variety of products, including broking, lending, and insurance products.
  • Gather assets for investment products such as mutual funds, PMS, and AIF.
  • Acquire new customers and onboard them successfully.
  • Upgrade and move clients to other segments to enhance their portfolio and services.
  • Increase the AUM and revenue from the assigned client book.
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