Indiranagar Bengaluru Karnataka Supervisor, financial services hedge funds Jobs – 708 Open Jobs Today

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NTT Ltd —Bengaluru, Karnataka
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JPMorganChase —Bengaluru, Karnataka
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Marlabs —Bengaluru, Karnataka
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State Street —Bengaluru, Karnataka
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EY —Bengaluru, Karnataka
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TRIO REALTORS —Marathahalli, Bengaluru, Karnataka
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Quick apply
1d

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Financial Advisor (Client Relationship)

Big Bee Consultant
Bengaluru, Karnataka

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Job details

₹7,00,000 - ₹20,00,000 a year

Qualifications

Microsoft Powerpoint
Customer service
B.Com
Microsoft Office
Business development
Bachelor's degree
BBA
Communication skills

Full job description

Industry: Personal Finance/Financial Planning
KEY RESPONSIBILITIES INCLUDE:
1. Identify client needs and provide them with right financial planning assistance and asset
allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction,
strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth
Management while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage,
investment planning, or other areas to help them achieve their financial
goals.
5. Implement financial planning recommendations and review clients' accounts and plans
regularly to determine whether life changes, economic changes, environmental concerns,
of financial performance indicate a need for plan reassessment.
6. Manage client portfolios which include products ranging from insurance,
mutual funds, hedge funds, real estate and fixed income.
7. Keeping client plans up-to-date and prepare or interpret for clientâ€™s information
such as investment performance reports, financial document summaries, or
income projections.
8. Interact with the various teams within the organization such as Research, Financial
Planning, Insurance and Operations to ensure prompt supply of information to the client.
9. Any other ad-hoc duties as directed
APPLICANT REQUIREMENTS:
1. Comprehensive understanding of finance and financial terms.
2. A passion for meeting people, networking and maintaining relationships.
3. Strong conversational and communication skills
4. Display empathy (customer service should come naturally) and listening skills.
5. Ability to convincingly put across ideas, both orally and in writing
6. Detailed understanding of MS Office â€“ Excel, Power point and Word
7. Attention to detail.
8. Travel within the city and sometimes outside.

Experience

5 - 10 Years

Salary

7 Lac To 20 Lac P.A.

Industry

Financial Services / Banking, Investments / Insurance / Stock Market / Loan

Qualification

B.B.A, B.Com

Key Skills

Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management

Apply Now

Refine Your Search

supervisor, financial services hedge funds jobs in indiranagar bengaluru karnataka

Financial Advisor (Client Relationship)

Global Services Supervisor 1 HCM

Leader, Project & Program Management- Finance

Consultant, Cash - Integrated Portfolio Services

Alternative Fund Services - Private Fund Services - Portfolio Administration - Associate - Bangalore

Tax Associate 2, Financial Services - Private Equity Funds

Alternative Fund Services - Private Equity - Vice President - Bangalore

Tax Manager, Financial Services - Hedge Funds

Global Banking & Markets, Prime Services, PB Risk & Underwriting, Associate, Bengaluru

Financial Consulting Supervisor - Finance as a Service

Asset & Wealth Management , Private Bank Lending, Underwriting, Associate, Bengaluru

Treasury and Risk Management (TRM) Analyst / Specialist

Alternative Fund Services - Private Fund Services - Fund Accounting - Associate - Bangalore

Tax Supervisor, Financial Services - Hedge Funds

Talent Acquisition Leader

Senior Business Analyst IT - Alternate Investments, Assistant Vice President

Brand, Marketing and Communications Leader, EY GDS Consulting- Assistant Director

Vice President - Financial Reporting

Tax Supervisor, Financial Services - Private Equity Funds

Real Estate - Team Leader

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