High Net Worth Relationship Specialist

7 days ago

haridwar, India beBeeRelationship Full time

High Net Worth Relationship SpecialistJob Overview:We are seeking a skilled High Net Worth Relationship Specialist to acquire new clients and re-activate inactive ones.The ideal candidate will follow up on leads from our Corporate Acquisition Team, managing existing clients and growing their Assets Under Management (AUM).Servicing clients and transactions is key, including hand-holding for new and existing clients.This role involves developing long-term relationships with key distributors to generate repeat business.We are looking for someone to expand market share through new and existing clients, while servicing them.Upselling and cross-selling asset classes to corporates and their promoters is essential.The successful candidate will initiate cross-selling activities with Group Synergy.Activating online accounts for corporates is a must.Maintaining an active network with clients, competitors, and distributors to gather market information is crucial.Distributing timely product information to distributors is also important.The right person will earn and maintain market share across clients and distributors according to organizational requirements.Compliance with organization and regulatory norms is mandatory.This role involves participating in joint calls with investors and distributors as needed.Market share data should be tracked and reviewed regularly.Collaboration with Operations to follow up on pending documents is necessary.Key Responsibilities:Client Acquisition and RetentionAsset Growth and ServicingRelationship Building and MaintenanceMarket Share ExpansionUpselling and Cross-SellingCompliance and Regulatory AffairsWhat We Offer:A dynamic work environmentAbout Us:We are a leading financial services provider

  • Sales Executives, Area Managers- Aluminum

    2 weeks ago

    Haridwar, Uttarakhand, India The Search House Full time ₹ 10,000 - ₹ 50,000 per year

    We are seeking a highly motivated and skilled Sales Executive and Business Manager to drive sales and build relationships with dealers, architects, hotels, and high-net-worth individuals (HNIs). The Business Manager will be responsible for achieving sales targets, developing and executing sales strategies, and maintaining relationships with key customers....

  • Bank Channel Sales

    4 days ago

    Haridwar, India DigitalCube Consultancy Full time

    **Bank Channel Sales** **Location: Haridwar, Uttarakhand** **Experience Range - more than 2 years** **Job Role -** The key areas of responsibility are as follows: - Increase AUM, Net Sales, and Market Share of the Branch - Channel management across IFA’s, National Distributors and Banks - Ensure standards of Customer Service and Compliance are met at...

  • Customer Relationship Manager

    1 week ago

    Haridwar, Uttarakhand, India Green Pine Industries Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Walk-In for "Customer Relationship Manager" (Female) in Chemical Manufacturing PlantAbout CompanyA leading and prime manufacturer of Terpene Chemicals having more than 40 years of experience in producing innovative high-quality and wide range of Pine Products across the globe.LocationBhagwanpur, Roorkee-Uttarakhand (India)Min. Exp.: 2 Years & MoreJob...

  • Relationship Bancassurance Manager

    1 week ago

    Dehradun, Haridwar, Meerut, India Bajaj Life Insurance Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilities • Responsible for managing a key relationship of a very reputed and demanding Bank.Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target...

  • Md Medicine

    1 week ago

    Haridwar, India Galaxy Resources Full time

    Key Responsibilities: Patient Care: MDs in Medicine primarily provide direct patient care. This involves conducting comprehensive medical examinations, taking detailed medical histories, ordering and interpreting diagnostic tests, and formulating treatment plans for various medical conditions. Diagnosis and Treatment: As an MD in Medicine, you will diagnose...

  • Nursing Staff

    2 weeks ago

    Haridwar, India QHT CLINIC Full time

    The Registered Nurse (RN) is responsible for providing high-quality patient care in a variety of healthcare settings. The RN will assess, plan, implement, and evaluate the care of patients to ensure the delivery of safe, compassionate, and effective nursing care. The position requires collaboration with a multidisciplinary healthcare team, providing both...

  • Digital Growth Strategist

    5 days ago

    haridwar, India beBeeGrowth Full time

    Performance Marketing SpecialistWe are seeking a skilled Performance Marketing Specialist to join our team. As a Performance Marketer, you will be responsible for planning and executing growth strategies for our D2C brand.The ideal candidate is a blend of strategist and executor, comfortable with D2C marketing, video-first growth, and performance...

  • Dermatologist

    1 week ago

    Haridwar, India QHT CLINIC Full time

    **Job Summary**: **Key Responsibilities**: - Examine patients to assess skin conditions and disorders. - Diagnose and treat skin diseases, including acne, eczema, psoriasis, and skin cancer. - Perform dermatologic procedures such as biopsies, cryotherapy, excisions, and cosmetic treatments (e.g., Botox, fillers, laser therapy). - Recommend appropriate...

  • Icu Nurse

    4 days ago

    Haridwar, India Healic Healthcare (P) Ltd. Full time

    **Role Overview**: As an ICU Nurse at Healic Healthcare, you will play a crucial role in delivering critical care to patients in the Intensive Care Unit. You will be responsible for closely monitoring patients, administering treatment, and working collaboratively with doctors and other healthcare professionals to provide the best possible care. **Key...

  • Performance Marketer

    4 weeks ago

    Haridwar, India Inovtor Labs Full time

    Company DescriptionInovtor Labs is a multidisciplinary innovation company working at the intersection of design, technology, and retail. We build meaningful digital experiences and products - ranging from home decor and lifestyle solutions to e-commerce tools and global D2C brands. Our mission is to turn ideas into practical products that enhance everyday...