Strategic Partnership Developer

21 hours ago

Palakkad, Kerala, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 50,00,000
Key Role: Senior Relationship Manager

Job Summary:

We are seeking a skilled and experienced Senior Relationship Manager to build and maintain strong relationships with high net worth individuals (HNIs) and family offices.

The successful candidate will offer expert advisory services on various financial products, expand our wealth management business, and represent us at industry events to strengthen our brand positioning.

  • Develop and manage relationships with HNIs and family offices.
  • Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a specific ticket size range.
  • Expand the wealth management business with a long-term vision.
  • Represent the organization at industry events and enhance brand visibility.

Requirements & Expectations:

To be successful in this role, you will need to have:

  • 7-12 years of experience in wealth management, managing HNIs and family offices.
  • Strong relationships with HNIs and family offices.
  • Expertise in wealth products, structured investments, and alternative asset classes.
  • A proven ability to raise capital and manage large portfolios.
  • An entrepreneurial mindset with an interest in running a venture with equity participation.
  • Experience in building and leading teams.
  • Willingness to travel for investor meetings and networking.

What We Offer:

We provide a dynamic work environment that fosters growth and development. Our team members enjoy opportunities for professional growth, competitive compensation, and a collaborative atmosphere.

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