Senior Financial Relationship Builder

2 days ago


Mumbai Ahmedabad Surat, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000
Key Account Manager Role

We are seeking a skilled Key Account Manager to join our team. This role will be responsible for managing and growing relationships with high net worth individuals, generating revenue through various investment opportunities.

  1. The ideal candidate will be responsible for acquiring and maintaining strong ties with affluent clients, designing and implementing their financial plans, and ensuring they receive expert advice.
  2. This role will involve handling and managing clients with a minimum investment amount of Rs 25 Lakhs and above.
  3. The successful candidate will be responsible for building a strong client book by bringing in existing clients and maintaining excellent relationships.
  4. The Key Account Manager will also be responsible for generating assets under management (AUM) from high net worth clients and advising them on their investments.
  5. This role requires the ability to research and investigate available investment opportunities, staying up-to-date with market trends, and making informed decisions for clients.
  6. The successful candidate will work closely with the product and research team to provide expert advice and guidance to clients.
  7. Additional responsibilities include coordinating business development activities, such as seminars and workshops, to deepen client relationships and expand the client base.

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