Strategic Client Advocate

2 days ago


Pune, Maharashtra, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

We are seeking a skilled Relationship Manager to join our team. As a key member of our wealth management department, you will play a vital role in building and maintaining strong relationships with high net worth clients.

Your primary responsibility will be to provide personalized investment solutions that meet the unique needs and goals of each client. This will involve collaborating with internal teams to deliver seamless wealth advisory services, monitoring and reviewing client portfolios to ensure consistent performance, and advising clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.

  • Key Responsibilities:
  • Client Acquisition and Relationship Management
  • Portfolio Advisory and Management
  • Investment Opportunities and Solutions
  • Client Communication and Support
Required Skills and Qualifications

To succeed in this role, you will need to possess a Bachelor's/Master's degree in Finance, Commerce, Economics, or a related field. Additionally, you should have 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory, as well as a proven track record of handling high net worth clients and converting leads.

We are looking for individuals who are highly motivated, results-driven, and possess excellent communication and interpersonal skills. If you are a team player who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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