Strategic Client Advocate

14 hours ago


Alwar, Rajasthan, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 18,00,000
Senior Relationship Manager Position

We are seeking a highly skilled and experienced Senior Relationship Manager to enhance our client service offerings. As a key member of our client servicing group, you will be responsible for developing and managing client relationships, aligning their financial strategies with our expertise, and delivering exceptional service experiences.

Key Responsibilities:

  • Develop and manage client relationships to increase Assets Under Management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a 'wow' experience for clients.
  • Onboard new relationships and clients through strategic acquisition and marketing activities.
  • Stay up-to-date with industry trends and develop new skills and knowledge to provide expert advice and analysis.
  • Maintain full ethics in providing services and analysis, adhering to our company's values and standards.
  • Work closely with product teams to deliver specialized advice and support.


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