Financial Relationship Professional

3 days ago


india beBeeRelationships Full time

Key ResponsibilitiesThe Job requires a professional to manage relationships with affluent and super affluent clients, increasing the client book.Maintaining existing client relationships and generating assets under management (AUM) from preferred clients.Providing financial advice to affluent clients on their investments and managing their overall portfolio, further deepening wallet share.Tracking the affluent and super affluent client segment in the market for new business opportunities.What You'll Do:Research available investment opportunities and update clients on financial market trends to determine portfolio suitability.Collaborate with the product and research team to make informed investment decisions for clients.Organize and participate in seminars, workshops, and other business development activities to expand the client base.



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