Senior Relationship Manager

2 days ago

Pune Chandigarh Coimbatore, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000
Senior Relationship Manager - Wealth Management

We are seeking a seasoned Senior Relationship Manager to join our team. The ideal candidate will have a strong background in wealth management, relationship building, and client acquisition.

  • Develop and implement strategies to acquire, deepen, and retain high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs)
  • Generate revenue by promoting mutual funds, portfolio management services, alternate investment firms, and equity broking
  • Nurture and maintain strong relationships with clients through regular communication and personalized service
  • Stay up-to-date on market trends and economic conditions to provide expert advice to clients

Requirements:

  • Minimum 7 years of experience in wealth management or a related field
  • Knowledge of mutual funds, portfolio management, alternate investment firms, and equity
  • Existing relationship manager experience in wealth management or private banking
  • AUM of minimum Rs. 50 Cr

Key Skills:

  • Wealth management
  • Relationship management
  • Investment advisory
  • Portfolio management
  • Selling of financial products - mutual funds, PMS, AIF, equity
  • Financial planning
  • Stock broking

Benefits:

  • Opportunity to work with a dynamic team
  • Professional growth and development
  • Competitive compensation package

Others:

  • Must be willing to travel occasionally
  • Must be able to work in a fast-paced environment

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