Strategic Client Advisor

7 days ago


bikaner, India beBeeInvestment Full time

Relationship Manager Job DescriptionThe Primary Role of a Relationship Manager:A Relationship Manager plays a pivotal role in building and maintaining robust relationships with clients, fostering Asset Under Management (AUM) from preferred clients. This involves providing expert advice to affluent clients on their investments and overseeing their overall financial portfolio.Main Responsibilities:Targeting Affluent Clients: Identify and track the affluent and super-affluent client segment in the market for new client acquisition opportunities.Investment Research: Conduct thorough research and investigations into investment opportunities and financial market trends to determine their suitability for clients' portfolios.Investment Decisions: Collaborate with the product and research team to make informed investment decisions for clients.Business Development Activities: Organize and participate in seminars, workshops, and other business development activities to drive growth.Responsibilities may vary based on company needs and requirements.What We're Looking ForWe seek candidates with exceptional communication skills, strong analytical abilities, and a passion for building lasting relationships with clients.Why Join Our TeamAs a Relationship Manager, you will have the opportunity to work with high-net-worth individuals, making a significant impact on their financial well-being.You will be part of a dynamic team that values collaboration, innovation, and excellence.



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