Financial Relationship Specialist

7 hours ago


Rajkot, Gujarat, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

We are seeking a skilled Wealth Manager to join our team. As a key member of our department, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs).

This role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

  • Develop and maintain effective relationships with HNI clients.
  • Convert qualified leads into managed portfolios.
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
  • Monitor and review client portfolios to ensure consistent performance.

To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as a proven track record of handling HNI clients and converting leads.

Key Qualifications

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field.
  • 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.


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