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Senior Financial Consultant

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Belgaum, Karnataka, India beBeeWealthManagement Full time ₹ 7,50,000 - ₹ 15,00,000
Job Title: Wealth Manager

The primary role of this position involves building and maintaining a network of high net worth individuals to provide them with bespoke financial solutions.

Responsibilities include identifying prospective clients, conducting thorough analyses of their financial profiles, and offering tailored investment advice. Portfolio management is also an essential aspect of this role, requiring the ability to analyze market trends and make informed decisions regarding investments.

In order to achieve these goals, effective communication skills are necessary to establish trust with clients and develop strong relationships.

Additionally, proficiency in marketing strategies is required to identify opportunities for cross-selling and driving business growth.

  • Qualifications:
  • MBA or equivalent in finance or related field
  • AMFI/NISM certification (mandatory)
  • IRDA certification (preferred)

Benefits:

This position offers a competitive salary package, commensurate with experience, plus incentives for meeting performance targets. Interested candidates can apply by submitting their resumes to the specified contact number.

Required Skills:

  • Financial markets knowledge
  • Client acquisition and relationship management
  • Portfolio analysis and management
  • Business development and cross-selling