Senior Financial Relationship Manager

7 days ago

Coimbatore Chennai Chandigarh, India beBeeFinancial Full time US$ 9,00,000 - US$ 12,00,000

**Private Wealth Managers**: We are seeking experienced professionals to join our team and acquire, deepen, and retain high net worth client relationships.

The ideal candidate will have a proven track record of generating revenue through diverse wealth products, providing expert financial advice, and building long-lasting relationships based on trust and exceptional service.

Key responsibilities include:

  • Acquiring, deepening, and retaining high net worth clients by understanding their financial goals and preferences.
  • Generating significant revenue by effectively promoting and cross-selling wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking.
  • Utilizing excellent selling skills, soft skills, and deep product knowledge to communicate value propositions and address client needs.
  • Possessing a deep understanding of capital markets and all financial products to provide precise and timely advice to clients.
  • Building assets under management (AUM) and expanding the client base in alignment with company targets.

Requirements:

  • Proven experience in acquiring, deepening, and retaining high net worth client relationships.
  • Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking.
  • Familiarity with loan products is a plus.
  • Exceptional selling, communication, and interpersonal skills.
  • A strong grasp of capital markets and financial products to provide sound advice.
  • A results-driven mindset with a track record of building AUM and client base.

What We're Looking For

We are looking for individuals who can demonstrate expertise in wealth management, possess excellent communication skills, and have a proven track record of success.

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