Senior Wealth Management Professional

4 days ago

Gurgaon, Haryana, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 30,00,000

Deliver exceptional financial solutions and build lasting relationships with clients as a seasoned AVP/Sr. Manager.

Key Responsibilities
  • Client Acquisition: Identify, prospect, and acquire new clients through various channels to expand the firm's portfolio.
  • Financial Planning: Conduct thorough assessments of clients' financial goals, risk tolerance, and investment objectives to provide personalized, tailored solutions.
  • Product Knowledge: Stay updated on financial markets, products, and regulatory requirements to offer informed investment advice based on research from in-house Technical and Fundamental Research Teams.
  • Sales and Relationship Management: Build and maintain strong, long-term relationships with clients, providing excellent customer service to ensure high client retention.
  • Transaction Execution: Facilitate the buying and selling of securities, either personally (if NISM qualified) or through Certified Dealers, while ensuring full compliance with regulatory standards.
Required Skills & Qualifications
  • Proven experience in wealth management or a related financial services role.
  • Strong understanding of financial products, markets, and investment strategies.
  • Excellent communication, sales, and relationship management skills.
  • NISM qualification is an advantage.
Benefits and Location
  • Location: Connaught Place, New Delhi

How to Apply

  • If you are interested, please share your CV at [HIDDEN TEXT]. You can also call or send a message on WhatsApp to

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