Chief Client Relationship Manager

16 hours ago


Gulbarga, Karnataka, India beBeeBusiness Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title

A seasoned professional is sought to lead client partnerships efforts, driving business growth and nurturing high net worth relationships.

  • Strategic business development plans are developed and executed to drive revenue growth and expand the client base.
  • Cross-functional teams deliver exceptional client experiences through sales, onboarding, portfolio discussions, and relationship building.
  • Complex investment strategies are communicated clearly to build trust with clients.
  • Structured client feedback informs product direction through collaboration with the product and quant teams.
  • Industry trends and modern tools are leveraged to drive efficiency and innovation.
Requirements
  • 5+ years of experience in wealth management, PMS/AIF advisory, or private banking.
  • Strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification.
  • Demonstrated success managing high net worth individual and family office relationships.
  • A strong mindset that includes AI-native productivity, end-to-end ownership, and a bias toward action.
Company Culture
  • Fulfillment through outstanding work.
  • Pursuit of excellence in all aspects of our work.
  • Talent density: hiring one exceptional team member over multiple average performers.
  • Relentless innovation and problem-solving.
  • The speed of execution and improvement matters more than perfection.
  • Radical candor: being kind is more important than being nice.
  • Truth alone triumphs: changing minds when facts change.
  • Pride in craftsmanship: what we build ends up building us.
  • Freedom and autonomy: taking ownership and acting in the company's best interests.


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