Senior Financial Strategist

2 days ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 85,00,000

Key Roles for Financial Success:

We are seeking skilled Investment Advisors to strengthen our Portfolio Management Services (PMS) distribution vertical. This client-facing role requires a strong mix of financial acumen, relationship management expertise, and compliance discipline to cater to the evolving needs of high net worth individuals and ultra-high net worth individuals.

  • Distribute SEBI-registered PMS schemes and provide bespoke investment solutions tailored to clients' needs.
  • Acquire, service, and retain HNI/UHNI clients and family offices through effective relationship-building activities.
  • Conduct product presentations, investor awareness sessions, and relationship-building events to foster growth.
  • Ensure 100% compliance with SEBI & PMS distribution regulations to maintain a strong reputation.
  • Assist clients with Know Your Customer (KYC), onboarding, documentation, and reporting processes.
  • Collaborate with portfolio managers, operations, and compliance teams for seamless execution and excellent client experiences.
Qualifications and Skills:
  • Mandatory:
    • Valid NISM-Series-XXI-A PMS Distributors Certification is essential.
  • Preferred:
    • Additonal NISM certifications such as Mutual Fund Distributor or Investment Adviser will be beneficial.
    • Graduate/Postgraduate degree in Finance, Commerce, Economics, or related fields will add value.
  • Experience:
    • A minimum of 0–5 years of experience in financial services, wealth management, PMS, or related domains is required.
    • Freshers with valid certification are encouraged to apply.
  • Skillset:
    • Sound knowledge of investment products, capital markets, and portfolio strategies is crucial.
    • Excellent communication and client engagement abilities are vital.
    • An entrepreneurial mindset, self-drive, and target-oriented approach are necessary.
    • A strong work ethic, integrity, and customer-centric approach are expected.

Our company culture values professional growth, teamwork, and continuous learning. If you possess these qualities and are eager to grow your career in finance, we encourage you to explore this opportunity further.

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