Wealth Management Advisor

As a Client Relationship Manager at Prosperity Services in Kochi, your role involves advising clients on wealth growth, managing investment portfolios, and creating personalized financial plans. You will be responsible for managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction. Key Responsibilities: - Advise clients on wealth growth and manage their investment portfolios - Develop personalized financial plans covering investment, retirement, and estate planning - Build strong relationships with clients - Identify business opportunities to further grow the client base - Ensure client satisfaction through excellent service delivery Qualifications: - Demonstrated experience in sales and client relationship management - Strong communication and interpersonal skills - Ability to multitask and prioritize in a fast-paced environment - Knowledge of financial services and products - Analytical and problem-solving skills - Bachelor's degree in Business Administration or related field - Sales Experience in Financial Services Industry is a plus,