Strategic Account Manager

17 hours ago


Rajahmundry, Andhra Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Senior Relationship Manager - Wealth Management Solutions

As a senior relationship manager, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and family offices.

  • You will offer expert advisory on various investment products including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and invitation to invest.
  • Your role will also involve expanding the wealth management business by identifying new opportunities and strengthening existing relationships.
  • You will represent the company at industry events and strengthen its brand positioning.

Qualifications & Experience:

  • A minimum of 7-12 years of experience in wealth management, managing HNIs and family offices.
  • Strong relationships with family offices and HNIs are essential.
  • You should have expertise in wealth products, structured investments, and alternative asset classes.
  • A proven ability to raise capital and manage large portfolios is necessary.
  • An entrepreneurial mindset with interest in running a venture with equity participation is desirable.
  • Experience in building and leading teams is also required.
  • Ability to travel for investor meetings and networking is a must.


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