Strategic Relationship Builder

1 day ago


Nagpur, Maharashtra, India beBeeRelationshipManager Full time ₹ 15,00,000 - ₹ 25,00,000

Role Overview:

We are seeking a seasoned Relationship Manager to spearhead the growth of our high net worth relationships by delivering exceptional service standards.

Key Responsibilities:

  • Establish strong ties with clients through tailored financial planning and portfolio management services.
  • Advising clients across asset classes to optimize their overall financial portfolio.
  • Generating Assets Under Management (AUM) from preferred clients via mutual funds, Private Placement Funds, and structured products.
  • Identifying affluent and super-affluent client segments for new business opportunities.
  • Conducting research and analysis on investment opportunities and market trends to inform portfolio decisions.

Requirements:

  • A minimum of 3-4 years of stability in previous roles or companies.
  • Proven experience working in a Private Banking/Wealth Management setup.
  • Selling of investment products: mutual funds, PMS, and structured products.
  • Strong analytical skills and ability to collaborate effectively within teams.


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