Senior Investment Advisor

2 days ago

Vadodara Delhi, India beBeeAdvisory Full time ₹ 15,00,000 - ₹ 20,00,000

We are seeking experienced and driven professionals to join our Advisory team. In this role, you will be responsible for acquiring, managing, and advising high net worth clients, driving revenue across a diverse range of investment products, and ensuring unparalleled client satisfaction.

Key Responsibilities
  • Acquire and manage high net worth clients, specifically those with a book size of ₹25 Lacs and above.
  • Advise high net worth clients on Equity, Derivatives, Currency, and Commodity Markets, actively generating revenue from these segments.
  • Cross-sell Third Party Products including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Loans Against Shares, IPOs, and Insurance.
  • Handle client queries and complaints efficiently, ensuring resolution within the stipulated Turnaround Time (TAT).
  • Apply deep market understanding and advanced strategies to effectively increase client book size and revenue.
  • Profile clients thoroughly by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios.
  • Monitor and enhance the advising skills of Advisors through call tracking, weekly targets, meetings, and conference calls.
  • Coordinate effectively with Third Party Product Manufacturers and all relevant internal and external stakeholders to ensure seamless service delivery.
  • Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions that differentiate our service in this segment.

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