Strategic Client Partner

2 weeks ago

Solapur, Maharashtra, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000
Senior Relationship Manager

The role of Senior Relationship Manager is to build and maintain strong relationships with high net worth individuals (HNIs) and family offices.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Develop and nurture relationships with key clients, identifying opportunities for growth and expansion.
  • Investment Advisory & Product Distribution: Provide expert advisory services on a range of investment products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
  • Business Growth & Strategy: Drive business growth through strategic planning, market analysis, and competitor research.
  • Market Positioning & Networking: Represent the organization at industry events, conferences, and networking sessions to strengthen brand positioning and establish thought leadership.

Qualifications & Experience:

  • 7-12 years of experience in wealth management, with a proven track record of managing HNIs and family offices.
  • Strong relationships with HNIs and family offices.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • Proven ability to raise capital and manage large portfolios.
  • 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.

What We Offer:

  • A dynamic work environment with opportunities for growth and development.
  • A competitive compensation package with benefits and perks.
  • A chance to work with a talented team of professionals.

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