Leading Wealth Management Professional

1 day ago

Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000
Senior Manager/Chief Manager Opportunity

We are seeking a highly skilled Senior Manager/Chief Manager to join our team. This is an exciting opportunity for a seasoned professional to take on a leadership role in wealth management.

  • Develop and implement strategies to grow client relationships and increase assets under management.
  • Conduct regular portfolio reviews and provide expert advice on investment opportunities.
  • Upsell and cross-sell products to existing clients, identifying new revenue streams and expanding our customer base.
  • Build strong relationships with clients through excellent communication and interpersonal skills.

Must Haves:

  • Proven track record of success in wealth management, with a minimum 7-12 years of experience.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions.
  • Excellent communication and presentation skills, with the ability to effectively communicate with clients and colleagues at all levels.
  • Ability to work independently and as part of a team, with a strong focus on delivering results and meeting targets.

Desired Candidate Profiles:

  • Candidates should have a deep understanding of wealth management principles and practices, with a proven ability to develop and implement effective strategies.
  • Exposure to a range of wealth instruments, including insurance, FD, mutual funds, PMS, AIF, and other financial products.
  • Able to build and maintain strong relationships with clients, with a focus on delivering exceptional service and support.

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