Financial Services Professional

1 day ago


Kozhikode, Kerala, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 15,00,000

Job Title: Financial Services Professional

Job Overview:

We are seeking a highly skilled Financial Services Professional to join our organization. As a seasoned relationship manager, you will be responsible for acquiring and managing high net worth individual (HNI) clients, providing exceptional service delivery and driving strategic growth initiatives.

Key Responsibilities:

  • Conduct comprehensive client profiling to offer tailored debt, equity, mutual fund, structured, and real estate investment solutions.
  • Analyze and manage client portfolios for optimal performance and profitability.
  • Drive cross-selling and deepen relationships to enhance share of wallet.
  • Support business development plans and acquisition initiatives in the corporate/HNI space.

Required Skills and Qualifications:

  • Master's degree in Business Administration or equivalent.
  • Professional certifications in finance and investments, such as AMFI/NISM.

Skills and Abilities:

  • Strong knowledge of financial markets and wealth management principles.
  • Excellent communication and relationship management skills.
  • Strategic thinking and problem-solving abilities.
  • Business acumen and analytical skills.

About Our Organization: We are a leading organization committed to delivering exceptional results and fostering a culture of excellence.



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