Financial Relationship Specialist

2 days ago


Kolkata, West Bengal, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 2,00,00,000

At a financial services organization, we seek a Relationship Manager to play a pivotal role in building and maintaining strong client relationships.

Job Responsibilities

The successful candidate will be responsible for:

  • Establishing and nurturing high-value client relationships.
  • Converting qualified leads into managed investment portfolios.
  • Providing expert advice on investment opportunities across mutual funds, equities, and wealth management products.
  • Maintaining ongoing relationships with clients to ensure consistent portfolio performance.
Key Qualifications:
  • Bachelor's or Master's degree in finance, commerce, economics, or a related field.
  • A minimum of 2-3 years' experience in wealth management, mutual funds, equities, or financial advisory roles.
  • A proven track record of managing high-net-worth clients and converting leads into profitable investments.


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