Senior Relationship Manager

2 days ago


Pune, Maharashtra, India beBeeRelationship Full time
Senior Relationship Manager

We are seeking an accomplished Senior Relationship Manager to spearhead our HNI Sales team in Stock/Equity Broking. In this key leadership role, you'll be responsible for acquiring high-net-worth relationships, managing a dynamic team of relationship managers, and driving significant AUM growth by delivering expert financial advice.

Job Description

The successful candidate will have proven experience in acquiring and managing HNI/UHNI client relationships. You will lead, mentor, and motivate a team of relationship managers, drive revenue growth, and enhance customer satisfaction.

Key Responsibilities
  • Develop and implement strategic plans to acquire new HNI/UHNI clients (Affluent & Super Affluent segments)
  • Maintain robust client relationships and actively generate Assets Under Management (AUM) from preferred clients
  • Support the team in advising Affluent clients on their investments, managing their overall financial portfolios, and deepening the wallet share from existing clients
  • Research, investigate, and update the team on available investment opportunities and financial market trends to determine their suitability for client portfolios
  • Coordinate closely with the product and research team to make informed investment decisions for clients
  • Conduct and assist in organizing seminars, workshops, and other business development activities to expand the client base and enhance brand presence
Requirements
  • Proven track record of success in sales and relationship management
  • Demonstrated ability to lead, mentor, and motivate a team of relationship managers
  • Deep understanding of financial planning, investment products (stocks, equity broking), and market trends
  • Strong analytical skills to identify investment opportunities and assess client portfolios
  • Exceptional communication and interpersonal skills to build trust and advise high-net-worth individuals
What We Offer

A competitive salary and bonus structure, comprehensive benefits package, and opportunities for career growth and professional development



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