Personal Finance Advisor - Mumbai - beBeeWealth

    beBeeWealth
    beBeeWealth Mumbai

    5 days ago

    ₹800,000 - ₹3,000,000 (INR) per year *

    Job title: Wealth Manager

    Description

    Job Description:



    The Wealth Manager role involves acquiring and advising high net worth individuals (HNIs) to grow their wealth.



    Key responsibilities include building sales funnels through client meetings or virtual presentations, conducting seminars, workshops, and other business development activities.



    A successful candidate will have prior experience in wealth management firms, private banking, PMS advisory, AIF acquisition or high-ticket MF sales with exposure to HNI client management.



    Required Skills & Qualifications




    • Analytical skills: Good ability to analyze client data and identify trends is a necessity for the job.

    • Sales skills: Impeccable sales skills are required to handle HNI clients effectively.

    • The most successful candidates would be those who possess good personal meeting skills. The ideal candidate should also possess knowledge of Equity Markets as well as other investment assets which is extremely beneficial when working closely with Affluent clients helping them manage their financial portfolio accordingly resulting into deepening wallet from existing clients., he/she must have atleast 5 years work ex in managing affluent/HNI Clients),

      l Appropriately closing High Ticket Sales.
    * This salary range is an estimation made by beBee
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