Senior Wealth Management Specialist

4 days ago

Tirupati, Andhra Pradesh, India beBeeWealth Full time ₹ 15,00,000

Role: Relationship Manager - Wealth

We are seeking an accomplished wealth management professional to drive business growth and deliver exceptional client service.

Key Responsibilities:

  • Client Acquisition and Relationship Management: Identify, acquire, and manage high net worth individual clients to ensure seamless service delivery and drive business expansion.
  • Product Offering and Portfolio Management: Conduct comprehensive client profiling to offer a range of financial products, including debt, equity, mutual funds, structured products, and real estate investments, while managing and analyzing client portfolios for performance and profitability.
  • Cross-Selling and Business Development: Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet for existing clients through strategic marketing support and acquisition efforts.
  • Marketing Support and Acquisition Initiatives: Collaborate with the marketing team to develop and execute plans that drive business growth and expand our presence in the corporate/high net worth individual space.

Qualifications and Certifications:

  • MBA / PGDBA / PGPM or equivalent degree from a recognized institution.
  • AMFI / NISM certification (mandatory), IRDA certification (preferred).

Essential Skills:

  • Wealth management and financial markets expertise.
  • Client acquisition and relationship management capabilities.
  • Portfolio analysis and management skills.
  • Business development and cross-selling expertise.

  • Wealth Acquisition Manager

    3 hours ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Real Estate Investment ProfessionalWe are seeking a highly skilled and motivated professional to join our team as a Real Estate Investment Specialist. In this role, you will be responsible for building relationships with High Net Worth Individuals (HNIs) interested in real estate investments.Key Responsibilities:Lead Generation & ProspectingIdentify and...

  • Senior Wealth Manager

    4 weeks ago

    Tirupati, Andhra Pradesh, India Banking And NBFC Job Full time

    THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients,...

  • Digital Wealth Platform Specialist

    3 hours ago

    Tirupati, Andhra Pradesh, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are seeking a skilled professional to lead the implementation of our Digital Wealth platform.Job RequirementsThe ideal candidate will have extensive experience in wealth management, private banking, or investment advisory, with a strong understanding of investment products and portfolio performance metrics.10+ years of experience in wealth management,...

  • Wealth Management Systems Architect

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeDeveloper Full time ₹ 18,00,000 - ₹ 24,00,000

    Job DescriptionRuDo Wealth is a digital wealth management platform catering to mass affluent NRIs.Our mission is to simplify wealth creation by democratizing financial advisory, making it accessible and affordable.We are seeking an experienced Backend Architect to design and develop the robust backend infrastructure that powers our wealth management...

  • Wealth Management Product Trainer

    2 days ago

    Tirupati, Andhra Pradesh, India beBeeProduct Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Role Summary:">We are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will have proven experience in wealth management, financial products, or similar domain, prior experience in training, coaching, or mentoring teams is highly desirable.">Key Responsibilities:Deliver comprehensive training sessions on wealth...

  • Strategic Wealth Advisor

    5 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,50,000

    Relationship ManagerWe are seeking highly motivated professionals to join our team as Relationship Managers. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and providing them with customized wealth management services.Key Responsibilities:Acquire and retain HNI clients through...

  • Wealth Management Director

    9 hours ago

    Tirupati, Andhra Pradesh, India beBeeDirector Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Findoc is seeking a seasoned professional to lead its Premier Client Group (PCG) Desk. The ideal candidate will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.This role requires a deep understanding of financial products such as PMS, AIFs, bonds, mutual...

  • Enhancing Client Wealth

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,75,00,000

    Private Banking OpportunityWe are seeking a Private Banker to join our team. This role is instrumental in acquiring high net worth individuals and building strong relationships with clients.The successful candidate will be responsible for selling investment and insurance products to private banking clients, generating fee income for the bank. Key...

  • Senior Proposal Specialist

    10 hours ago

    Tirupati, Andhra Pradesh, India beBeeProposal Full time ₹ 90,00,000 - ₹ 1,35,00,000

    Job Overview">We are seeking a skilled professional to join our Sales Enablement team as a Lead Specialist – Proposal Specialist. This role involves managing the production of high-quality RFP responses for Mercer's US Wealth business.The successful candidate will be responsible for providing proposals support and independently managing draft production...

  • Project Management Specialist

    3 hours ago

    Tirupati, Andhra Pradesh, India beBeeContract Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job DescriptionWe are seeking an experienced Project Management Specialist to oversee the successful delivery of luxury residential projects. This role will involve managing contracts, leading project initiatives, and developing strong relationships with external partners.The ideal candidate will bring a wealth of knowledge in contract management, project...