Business Head Investment Advisory
HyderabadFull-time3–6 yrsPosted 1 week ago
Mid-level consulting role at Jobskey Consultancy in Hyderabad. Needs 3+ years.
About the role
With an emphasis on transparency, professionalism, and long-term success, the company offers services in portfolio management, retirement planning, and tax-efficient investment strategies. They are known for building strong client relationships and providing expert guidance to grow wealth in a dynamic market.
What you'll do
- Develop and implement lead generation strategies
- Identify potential clients and market segments
- Build trust and credibility through effective communication and follow-up
- Cultivate and maintain strong client relationships
- Conduct regular meetings to understand clients' financial needs, goals, and preferences
What you need
- Portfolio management