Financial Strategist

1 day ago


Kollam, Kerala, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000
Job Opportunity:

We are seeking a highly skilled and experienced Relationship Manager to join our team.

  • Key Responsibilities:
  1. Build and maintain strong relationships with High Net Worth (HNI) clients, providing tailored solutions to meet their financial needs.
  2. Conduct thorough client profiling to offer a range of financial products, including debt, equity, mutual funds, structured products, and real estate.
  3. Analyze client portfolios to ensure optimal performance and profitability.
  4. Develop and implement cross-selling initiatives to deepen client relationships and increase revenue.
  5. Support marketing plans and acquisition initiatives in the corporate/HNI space.
Qualifications
  • MBA or equivalent degree from a recognized institution.
  • AMFI/NISM certification is mandatory, while IRDA certification is preferred.

Applicants should have a passion for wealth management and a proven track record of success.



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