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Financial Portfolio Manager

3 weeks ago

Nagpur, Maharashtra, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Relationship Manager Job Description

The ideal candidate will be the face of our business, serving as the primary point of contact for clients. This role involves acquiring high net worth relationships and managing them to deliver exceptional service standards.

  • Manage a portfolio of affluent clients with a minimum investment amount of Rs 1 Cr and above.
  • Advise clients across various asset classes.
  • Maintain strong analytical skills and work effectively within a team environment.
  • Candidates with a good vintage in their present and previous companies (at least 3-4 years of stability) are preferred.
Key Responsibilities:

The Relationship Manager will be responsible for:

  • Acquiring preferred clients (affluent & super affluent).
  • Maintaining client relationships and generating assets under management from preferred clients.
  • Advising affluent & super affluent clients on their investments and managing their overall financial portfolios.
  • Deepening the wallet from existing clients.
  • Tracking the affluent & super affluent client segment in the market for new client acquisition.
Requirements:

To excel in this role, candidates should possess:

  • Strong communication and interpersonal skills.
  • Ability to analyze complex financial data and make informed decisions.
  • Excellent time management and organizational skills.
About Us:

We are a dynamic organization committed to providing exceptional service to our clients. If you are a motivated and results-driven individual looking for a challenging opportunity, we encourage you to apply.