Chief Client Strategist

6 days ago

Mumbai Bengaluru Bangalore Delhi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Investment Counsellor Role

As an Investment Counsellor, you will be instrumental in driving client engagement and revenue growth. Your role will involve strategizing with our team to identify opportunities for cross-selling and developing investment proposals that meet client needs.

Key responsibilities include:

  • Developing and executing strategic plans to engage clients and drive revenue growth.
  • Collaborating with Relationship Managers to acquire new relationships and expand existing ones.
  • Conducting portfolio reviews and providing investment advice to clients.
  • Preparing investment proposals and presenting them to clients.

Required skills and qualifications include:

  • Strong understanding of financial markets and products.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and develop strategic plans.

Benefits of this role include:

  • Opportunity to work with a dynamic team and contribute to the growth of our business.
  • Professional development and training opportunities.
  • Competitive compensation and benefits package.

Other important information includes:

  • This role requires a high level of autonomy and independence.
  • Regular travel may be required to meet with clients and attend industry events.

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