Professional Growth

2 weeks ago


Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 15,00,000
Job Description">

As a Relationship Manager - Wealth, you will play a crucial role in acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.

Conduct client profiling to offer debt, equity, mutual funds, structured, and real estate products that cater to their financial goals.

Manage and analyze client portfolios for performance and profitability, making informed decisions to enhance their wealth.

Drive cross-selling initiatives, deepen relationships, and increase the share of wallet by identifying and capitalizing on new business opportunities.

Support marketing plans and acquisition strategies in the corporate/HNI space, contributing to the company's growth and expansion.



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