Senior Client Advocate

6 hours ago


ahmedabad, India beBeeInvestments Full time

Relationship Growth SpecialistThis role represents the pinnacle of business interaction, serving as the primary point of contact with clients.Key Responsibilities:Fostering high-value relationships and generating assets under management from preferred clients.Advising affluent individuals on their investments and managing their overall financial portfolios to maximize returns.Expanding client engagements through existing relationships, increasing wallet share.Conducting thorough market research to identify investment opportunities aligning with clients' goals.The ideal candidate will possess a deep understanding of the financial industry, exceptional communication skills, and a results-driven approach to relationship management.


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