Strategic Asset Manager

1 week ago


Gulbarga, Karnataka, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Job Title

A relationship manager plays a pivotal role in driving business growth and client satisfaction. Key responsibilities include managing existing relationships, acquiring new ones, and delivering exceptional service to enhance asset under management (AUM).

The ideal candidate will be a skilled communicator with strong analytical skills, able to navigate complex financial landscapes and provide tailored advice to clients.

  • Client Relationship Management: Develop and maintain strong relationships with high-net-worth individuals and ultra-high-net-worth individuals to increase AUM.
  • Financial Planning: Collaborate with clients to understand their financial goals and develop strategies to achieve desired returns while minimizing risk.
  • Portfolio Management: Review and optimize client portfolios to ensure alignment with their financial objectives.
  • Marketing and Business Development: Identify opportunities to acquire new clients and grow the business through targeted marketing activities.
  • Professional Development: Stay up-to-date with industry trends and best practices to deliver exceptional service to clients.


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