Senior Wealth Management Executive

23 hours ago

Lucknow, Uttar Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Opportunity:

We are seeking an experienced professional to fill a key role in our organization.

About the Role:

The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This involves regular follow-up with leads, increasing the client base, and upselling/cross-selling products.

Key Responsibilities:

  • Conduct timely portfolio reviews of existing investors.
  • Analyse client requirements based on financial goals and have strong logical and numerical ability.
  • Deal with stress, follow procedures, and maintain emotional stability when achieving targets.
  • Identify opportunities for greater profit and comply with guidelines and regulatory needs.

Requirements:

  • Minimum 7 Years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
  • Possession of requisite certifications is an added advantage.
  • Exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
  • A proven track record of AUM generation and Aum size minimum 30 cr.

What We Offer:

We provide a dynamic work environment that encourages growth and development.

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