Financial Services Professional

11 hours ago

Allahabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

Join our financial services team as a Relationship Manager. This dynamic role will focus on building and maintaining client relationships to drive wealth creation and risk management.

About the Job

  • We are seeking an experienced professional with exceptional relationship-building skills, business acumen, and a strong understanding of financial markets.
  • The ideal candidate will have a proven track record of developing and executing strategic plans to grow client assets under management (AUM) while ensuring optimal risk management and portfolio performance.

Key Responsibilities

  1. Build and maintain strong relationships with high-net-worth individuals and ultra-high-net-worth individuals to enhance and acquire more assets under management.
  2. Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  3. Review and service portfolios to create a wow experience for clients.
  4. Onboard new relationships and conduct marketing activities to increase the number of clients managed.
  5. Stay up-to-date with industry trends and best practices to provide expert advice and guidance to clients.
  6. Maintain full ethics in providing services and analysis.

What We Offer

  • A dynamic and supportive work environment that fosters growth and development.
  • Competitive compensation and benefits package.
  • Opportunities for career advancement and professional growth.

Requirements

  • Minimum 5 years of experience in relationship management or a related field.
  • Strong business acumen and ability to analyze complex financial data.
  • Excellent communication and interpersonal skills.

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