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High Net Worth Relationship Specialist

3 weeks ago

Amrāvati, Maharashtra, India beBeeWealthManagement Full time ₹ 10,00,000 - ₹ 15,00,000

**Job Description**

We are seeking a skilled Relationship Manager to join our wealth management team. As a key member of our division, you will be responsible for acquiring and managing high net worth individuals (HNIs), ensuring seamless service delivery.

Key Responsibilities:

  • Acquire and manage HNI clients, delivering exceptional service experiences.
  • Conduct in-depth client profiling to offer tailored solutions for debt, equity, mutual funds, structured products, and real estate investments.
  • Analyze and manage client portfolios to optimize performance and profitability.
  • Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet for each client.
  • Support marketing strategies and acquisition initiatives targeting corporate and HNI segments.

**Required Skills and Qualifications**

  • MBA/PGDBA/PGPM or equivalent qualifications.
  • AMFI/NISM certification (mandatory); IRDA certification (preferred).

**Benefits**

This is a unique opportunity to leverage your skills and experience in wealth management, working with a dynamic team that values innovation and excellence.

**Other Requirements**

Comprehensive knowledge of wealth management and financial markets.

Proven expertise in client acquisition and relationship management.

Strong portfolio analysis and management skills.

Business development and cross-selling capabilities.