Financial Strategist

1 week ago

Hubli, Karnataka, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Unlock Your Potential as a Relationship Manager

Are you a driven and ambitious professional looking to excel in the field of wealth management?

We are seeking a skilled Relationship Manager to join our team. As a key member of our department, you will play a vital role in building strong relationships with high net worth clients and delivering exceptional wealth advisory services.

Key Responsibilities:
  • Client Acquisition: Identify and pursue new business opportunities to expand our client base.
  • Portfolio Advisory: Provide expert advice on investment opportunities across mutual funds, equity, and wealth management products.
  • Relationship Management: Foster long-term relationships with clients and internal teams to deliver seamless wealth advisory services.

Requirements:

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field.
  • Minimum 2 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
  • Proven track record of handling high net worth clients and converting leads.

Benefits:

  • Opportunity to work with a dynamic and growth-oriented organization.
  • Competitive compensation and benefits package.
  • Continuous learning and development opportunities.

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