High Net Worth Client Relationship Specialist

3 days ago

Coimbatore Pune, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000

High Net Worth Client Relationship Specialist

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We are seeking experienced and dynamic professionals to join our team in managing relationships with High Net Worth clients. This role is crucial for acquiring, deepening, and retaining relationships by offering expert advice and a comprehensive suite of financial products.

Key Responsibilities">
  • Developing and maintaining strong relationships with HNI and UHNI clients to understand their financial needs and objectives.
  • Generating revenue by effectively promoting and selling a range of financial products, including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Equity Broking.
  • Networking and cultivating strong professional connections with clients to provide sound investment advice and build trust.
  • Applying in-depth knowledge of capital markets and all financial products to offer bespoke solutions for client's financial goals.
  • Building Assets Under Management (AUM) and expanding the client base as per company-defined targets.
  • Providing relevant market news, analysis, and reports to clients to keep them informed and engaged.
">Required Skills and Qualifications">
  • Demonstrated experience in wealth management or private banking with a minimum of 7 years of experience.
  • Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity, and related financial instruments.
  • A proven track record with an existing AUM of a minimum of ₹50 Cr.
  • Excellent communication and interpersonal skills to build strong client relationships.
  • In-depth understanding of financial planning and portfolio management principles.
">Benefits">

This role offers a unique opportunity to work with high net worth individuals and families, providing expert advice and guidance on their financial matters. As a key member of our team, you will have the opportunity to grow your career and develop your skills in a fast-paced and dynamic environment.

">Others">

Please note that this role requires a strong understanding of the financial industry and a passion for building long-term relationships with clients. If you are a motivated and experienced professional looking to take your career to the next level, please apply today.

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