Strategic Relationship Development Specialist

20 hours ago


Vizag, Andhra Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Job Summary

We are seeking a seasoned Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high net worth individuals and family offices.

Key Responsibilities:

  • Develop and execute strategic plans to acquire new clients and expand existing relationships.
  • Offer expert advisory services on various investment products, including mutual funds, alternative investments, and real estate investment trusts.
  • Grow the wealth management business through long-term vision and planning.
  • Represent our organization at industry events and strengthen brand positioning.

Qualifications & Experience:

  • A minimum of 7-12 years of experience in wealth management, with a proven track record of managing high net worth individuals and family offices.
  • Strong relationships with family offices and high net worth individuals.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • Proven ability to raise capital and manage large portfolios.
  • An entrepreneurial mindset with interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Willingness to travel for investor meetings and networking.

Main Responsibilities:

  • Client Acquisition & Relationship Management.
  • Investment Advisory & Product Distribution.
  • Business Growth & Strategy.
  • Market Positioning & Networking.


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