Strategic Client Partners

1 week ago

Amrāvati, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview:

We are seeking a skilled and experienced professional to fill the role of Relationship Manager. This is an exciting opportunity for someone who is passionate about building strong relationships with clients and helping them achieve their financial goals.

 

Key Responsibilities:
  • Develop and manage client relationships to enhance and acquire more assets under management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a wow experience for clients.
  • Onboard new relationships and clients acquisitions.
  • Conduct marketing activities to increase the number of clients managed.
  • Learn new skills and knowledge to better serve clients.
  • Maintain full ethics in providing services and analysis.
  • Work closely with product teams for delivering specialized advice.

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