Partnership Development Director

1 day ago

Solapur, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Partnership Development Director

We are seeking a skilled professional to champion our business growth and nurture strategic relationships with high net worth individuals, family offices, and institutional investors.

Key Responsibilities:
  • Pursue new business opportunities through consultative sales and lead generation strategies.
  • Oversight of the entire client lifecycle, from acquisition to onboarding, portfolio management, and relationship enhancement.
  • Clear communication of investment strategies emphasizing our personalized approach, goal-focused methodology, and use of AI-driven tools.
  • Collection and analysis of client feedback to inform product development and enhance customer satisfaction.
  • Staying abreast of industry trends and leveraging innovative technologies to optimize performance.
Required Expertise:
  • Minimum 5 years of experience in wealth management, portfolio management advisory, or private banking.
  • Strong academic background from reputable institutions and willingness to pursue the NISM Series XXI-B (Portfolio Managers) certification.
  • Demonstrated success in managing high net worth individual relationships, particularly with younger or tech-savvy clients.
  • Mindset aligned with AI-enabled productivity, end-to-end ownership, and bias towards action.
  • Bonus: Experience in growing companies from an early stage or unconventional backgrounds that bring unique perspectives.
About Us:

We revolutionize wealth management with AI-powered solutions. Our mission is to provide personalized investment management with unmatched transparency and convenience to modern Indians.

We value pursuit of excellence, talent density, relentless innovation, being fast and curious, radical candor, truth triumphing over all else, pride in craftsmanship, and fewer rules.

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