Elevated Financial Advisor

4 days ago

Solapur, Maharashtra, India beBeeWealthManagement Full time ₹ 15,00,000

Job Role: Wealth Manager

  • Acquire and manage high net worth individual clients to ensure seamless service delivery.
  • Conduct in-depth client profiling to offer a range of financial products including debt, equity, mutual funds, structured, and real estate options.
  • Monitor and analyze client portfolios for performance and profitability.
  • Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet.
  • Support business growth plans and strategic acquisition initiatives.

Qualifications:

  • A Master's degree or equivalent qualification is required.
  • AMFI or NISM certification is mandatory, while IRDA certification is preferred.

Key Skills:

  • Expertise in wealth management and financial markets.
  • Effective client acquisition and relationship management.
  • Portfolio analysis and management expertise.
  • Business development and cross-selling skills.

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