High Net Worth Client Relations Expert

3 days ago

Dombivli, Maharashtra, India beBeeEquity Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Opportunity

We are seeking a seasoned professional to fill the Equity Relationship Manager position.

About the Role:
  • The selected candidate will be responsible for developing and maintaining relationships with high net worth clients, providing them with expert equity advisory services.
  • This role requires the ability to acquire new clients, achieve sales targets, and meet revenue goals.
  • The successful candidate will identify customer needs, work towards bridging gaps, and maintain strong relationships with existing clients.
Key Responsibilities:
  1. Acquire new high net worth individual (HNI) clients and provide tailored equity advisory services.
  2. Meet or exceed business objectives by achieving sales targets, revenue goals, and product mix requirements.
  3. Develop deep understanding of client needs and preferences, and deliver exceptional service.
Requirements:
  • 4-12 years of experience in the broking industry, preferably in a similar function.
  • Ability to handle top-end client relationships and advise on equity and derivatives products.
  • Strong knowledge of equity and derivatives markets, as well as proficiency in related products.
  • Certification in Equity and Derivative Segment is mandatory.
  • Graduate or MBA degree.
What We Offer:

The selected candidate will have opportunities to grow their career, work with a dynamic team, and develop their skills in a fast-paced environment.

This role offers a chance to make a real impact and contribute to the success of the organization.

  • High Net Worth Client Portfolio Manager

    2 days ago

    Dombivli, Maharashtra, India beBeeWealthManagement Full time ₹ 17,00,000 - ₹ 28,00,000

    Affluent Wealth Relationship Manager Job DescriptionWe are seeking a seasoned professional to join our team as an Affluent Wealth Relationship Manager. This role will be responsible for managing a portfolio of high net worth clients and providing them with tailored financial solutions.Your primary goal will be to build strong relationships with your clients,...

  • High Net Worth Investor Advisor

    1 week ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000

    Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team. This role involves engaging with High Net-Worth Individuals (HNIs) and providing them with high-quality wealth management services.Key Responsibilities:Build and maintain strong relationships with HNI clients.Convert qualified leads into managed...

  • High Net Worth Portfolio Manager

    1 week ago

    Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Overview:We seek a skilled professional to manage and plan the financial portfolios of high net worth individuals and corporate entities.Key Responsibilities:Develop personalized financial strategies tailored to clients' unique needsProvide guidance on investment solutions, including portfolio management, mutual funds, fixed income products, real estate,...

  • Wealth Management Expert

    4 days ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Overview:We are seeking a highly skilled Wealth Management Expert to join our team. The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).Key Responsibilities:To build and maintain strong relationships with high-net-worth individuals to...

  • Financial Strategist

    3 days ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    **Job Title:** Senior Relationship Manager- Wealth Management Solutions**Key Responsibilities:**● Build and manage relationships with high net worth individuals and family offices.● Offer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within...

  • Chief Client Advocate

    2 days ago

    Dombivli, Maharashtra, India beBeePartnerships Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Role DescriptionAs a seasoned professional, you will lead our client partnerships efforts, driving business development and sales to high net worth investors and family offices.The successful candidate will own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building.They will communicate investment strategies...

  • Senior Financial Director

    3 days ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 65,00,000

    Job Title:Senior Wealth DirectorThis is a senior individual contributor role, requiring a strong personal network and deep financial expertise.About the Role:Foster long-term relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Provide expert advice to clients on wealth planning, risk management, and investment products.Main...

  • Strategic Financial Advisor

    1 week ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Title: Strategic Financial AdvisorAs a Strategic Financial Advisor, you will play a pivotal role in building and maintaining relationships with high net worth individuals. Your primary responsibility will be to provide expert financial guidance and develop tailored investment strategies that cater to the unique needs of our esteemed clients.Key...

  • Strategic Asset Growth Professional

    2 days ago

    Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Key Relationship Manager RoleWe are seeking a seasoned Key Relationship Manager to join our team in Dombivli, India. This position involves developing and managing client relationships to enhance and acquire more Assets Under Management (AUM).Develop and manage client relationships to enhance and acquire more AUM.Align AUM as per client's financial strategy...

  • Store Leadership Expert

    7 days ago

    Dombivli, Maharashtra, India beBeeSenior Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

    Job Title: Senior Store ManagerThe ideal candidate will lead the sales team and drive success in Delhi's flagship boutique. This leadership role requires strong skills, a passion for fashion and luxury retail, and a proven track record of achieving sales targets and delivering exceptional customer service.Responsibilities:End-to-end ownership of the...