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Strategic Client Advisor

2 weeks ago

Ahmedabad, Gujarat, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 28,00,000

**Job Title:** Relationship Manager

Key Responsibilities
  • Develop and maintain strong client relationships through regular interactions, understanding their financial goals, and addressing their wealth management needs.
  • Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions.
  • Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments.

Business Development:

  • Identify potential affluent clients through various channels, including referrals, networking, and market research.
  • Develop and execute strategies to acquire new affluent clients and grow the portfolio size.

Wealth Management Solutions:

  • Recommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs.
  • Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice.

Requirements:

  • Bachelor's degree in finance, economics, business, or a related field.
  • Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service.
  • Strong knowledge of financial products, investment strategies, and wealth management solutions.
  • Excellent communication and interpersonal skills to establish and maintain client relationships effectively.
  • Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions.
  • Knowledge of relevant banking regulations.