High-Growth Senior Manager

2 days ago


Kozhikode, Kerala, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Senior Wealth Manager Position

The ideal candidate will have a track record of providing tailored solutions to clients based on their financial goals.

  • Conduct regular follow-ups with leads, ensuring timely communication and tagging them in relevant broadcasts and news articles.
  • Expand the client base through new client acquisition, leveraging existing investor networks, and strategically growing assets under management (AUM).
  • Initiate thorough portfolio reviews of existing investors, maintaining a proactive approach.
  • Upsell and cross-sell products to existing investors, keeping them informed about market trends and updates on primary and secondary markets.
  • Share regular updates with investors regarding schemes, research papers, and other relevant information.
  • Collaborate with the regional marketing team and product team to coordinate marketing activities effectively.



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