Financial Portfolio Strategist

4 days ago

Bengaluru, Karnataka, India beBeeWealth Full time ₹ 18,00,000 - ₹ 30,00,000

Growing a thriving portfolio requires expertise and dedication. As a wealth manager, your primary responsibility will be to expand the liability book and investment assets under management by fostering existing relationships and acquiring new clients.

Key Responsibilities:
  • Develop a robust strategy for deepening client relationships and identifying opportunities for growth
  • Cross-sell business banking and wealth products to increase revenue streams
  • Effectively manage a diverse range of clients, including resident and non-resident individuals
  • Enhance product penetration and reduce exit barriers through targeted sales efforts
  • Conduct regular portfolio reviews, financial check-ups, and risk assessments for each client
  • Collaborate with product specialists to deliver bespoke solutions that meet client needs
  • Work closely with colleagues to provide exceptional service and support to clients
  • Maintain strict adherence to compliance processes and guidelines
  • Continuously monitor and improve performance metrics, such as rejection rates and documentation quality
  • Foster long-term relationships with clients through proactive engagement and tailored solutions

    This role demands strong interpersonal skills, the ability to work collaboratively, and a passion for delivering results-driven solutions. If you are a motivated and dedicated professional looking to excel in the field of wealth management, this opportunity may be suited to your interests and career aspirations.

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