Senior Financial Advisor

24 hours ago

Vadodara, Gujarat, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

As a Senior Financial Advisor, you will be responsible for building and maintaining long-term relationships with high-net-worth clients.

About the Role:

You will work closely with clients to understand their financial goals and risk tolerance, providing customized investment, insurance, and wealth planning solutions.

Key Responsibilities:
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the organization.

This role requires excellent communication skills, analytical thinking, and the ability to work under pressure. You must have a deep understanding of investment products and services, as well as the ability to stay up-to-date with market trends and regulatory changes.

We are seeking an experienced professional who can build strong relationships with clients and provide personalized financial solutions. If you have a passion for finance and a desire to make a difference in people's lives, we encourage you to apply.

Requirements:
  • Bachelor's degree in Finance or a related field.
  • Minimum 3 years of experience in financial services.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work under pressure and meet deadlines.

We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.

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