Strategic Client Development Lead

6 days ago


Ludhiana, Punjab, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

Job Overview

We are seeking a seasoned professional to spearhead client relationships and drive business growth. As a Relationship Manager, you will be responsible for developing and managing key client relationships to enhance and acquire more Assets Under Management (AUM).

Key Responsibilities:

  • Develop and manage client relationships to enhance and acquire more AUM.
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a wow experience for clients.
  • Onboard new relationships, focusing on client acquisition.
  • Conduct marketing activities to increase the number of clients managed.
  • Stay updated with industry trends and best practices to deliver exceptional service to clients.
  • Maintain the highest level of ethics in providing services and analysis.
  • Collaborate closely with product teams to deliver specialized advice.

What We Offer:

Our organization provides a dynamic work environment that fosters growth, collaboration, and excellence. With multiple locations across India and an international presence, we empower our professionals to make informed investment decisions and drive success.



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