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Senior Business Development Manager

3 weeks ago

Vadodara, Gujarat, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,50,00,000

Job Title: Preferred Relationship Manager

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The Role of the Relationship Manager

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Fostering strong relationships with high net worth individuals is a key aspect of this position.

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Key Responsibilities:

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  1. \
  2. Developing and maintaining long-term relationships with clients to ensure their financial needs are met.\
  3. Designing comprehensive financial plans tailored to clients' unique requirements and goals.\
  4. Collaborating with internal teams to provide expert advice on investment opportunities and market trends.\
  5. Identifying and capitalizing on new business opportunities to expand client relationships and grow assets under management (AUM).\
  6. Developing strategic initiatives to deepen client relationships, enhance revenue growth, and increase market share.\
  7. Providing expert advice on investment opportunities and market trends to ensure alignment with clients' interests.\
  8. Ensuring clients' financial needs are met through tailored advice and solutions.\
  9. Maintaining knowledge of financial products, including Mutual Funds, PMS, and Structured Products.\
  10. Developing and executing plans to meet clients' financial objectives.\
  11. Working effectively in a team environment to achieve business goals.\
  12. Analyzing data and making informed decisions to drive business growth.\
  13. Staying up-to-date with industry trends and developments to provide expert advice to clients.\
  14. Communicating effectively with clients to understand their needs and provide tailored solutions.\
  15. Building and maintaining relationships with clients to increase revenue and grow assets under management.\
  16. Developing and implementing strategies to improve client satisfaction and retention.\\

Requirements:

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  • \
  • Proven experience in a Private Bank or Wealth Management setting, with a minimum tenure of 3-4 years.\
  • Excellent analytical and communication skills.\
  • Strong product knowledge, particularly in Mutual Funds, PMS, and Structured Products.\
  • Ability to work independently, with minimal supervision, and prioritize multiple tasks to meet deadlines.\
  • Strong relationship-building and interpersonal skills.\
  • Ability to analyze complex data and make informed decisions.\\

Benefits:

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  • \
  • Opportunity to work with high net worth individuals and build long-term relationships.\
  • Chance to develop and execute strategic initiatives to drive business growth.\
  • Collaborative and dynamic work environment.\
  • Opportunity for professional growth and development.\\

Others:

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This role offers a challenging and rewarding opportunity to work with high net worth individuals and build long-term relationships. If you are a motivated and results-driven individual with excellent analytical and communication skills, we encourage you to apply.