High Net Worth Client Growth Specialist

2 days ago

Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Key Opportunities

We are seeking a seasoned Client Growth Specialist to cultivate, manage, and enhance high-net-worth client relationships. The role involves providing expert advisory services, portfolio management, and business development strategies to achieve revenue and asset under management (AUM) targets.

Primary Responsibilities:

  • Build and maintain strong relationships with high-net-worth clients through regular meetings and tailored investment solutions.
  • Offer in-depth guidance on investment opportunities across various wealth management products, including mutual funds, bonds, portfolio management services (PMS), and alternative investments.
  • Work collaboratively with internal stakeholders to identify new business leads and drive AUM growth.
  • Ensure compliance with regulatory requirements and company policies in all client interactions.
  • Maintain open communication channels with clients to address their queries promptly and effectively.

Essential Skillsets:

  • Thorough understanding of wealth management products and financial markets.
  • Excellent client relationship management, interpersonal, and communication skills.
  • Strong analytical mindset with ability to evaluate portfolios and recommend suitable investment solutions.
  • Goal-oriented and self-driven individual capable of working under performance-based targets.
  • Proficiency in MS Office applications, particularly Excel, PowerPoint, and Word.

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