Affluent & Corporate - Mumbai, Maharashtra, India - A2TECH Consultants

A2TECH Consultants

Verified Company

Mumbai, Maharashtra, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Reqiore Affluent & Corporate Relationship Manager for YES Securities for Lower Parel Location

Position:
Affluent & Corporate Relationship Manager

Location:
Lower Parel, Mumbai

About Us:

Yes Securities is a leading financial services firm committed to providing tailored solutions and exceptional service to our clients.

With a focus on affluent and corporate clientele, we strive to deliver comprehensive financial solutions that meet the diverse needs of our clients.

We are currently seeking passionate and experienced individuals to join our team as Affluent & Corporate Relationship Managers at our Lower Parel location.

In this role, you will be responsible for cultivating and managing relationships with affluent and corporate clients, providing them with personalized financial advisory services, and ensuring their investment objectives are met.

Responsibilities:

Build and maintain strong relationships with affluent and corporate clients.
Understand clients' financial goals, risk tolerance, and investment preferences.
Provide personalized investment advice and financial solutions tailored to clients' needs.
Execute trades on behalf of clients and ensure compliance with regulatory standards.
Monitor market trends and economic developments to provide timely updates and recommendations to clients.
Collaborate with internal teams to deliver comprehensive solutions to clients.

Requirements:

Bachelor's degree in finance, business, or related field.
Minimum of 3 years of experience in wealth management, financial advisory, or related field.
Strong understanding of financial markets, investment products, and wealth management strategies.

Job Types:
Full-time, Permanent

Pay:
Up to ₹50,000.00 per month

Benefits: