High Net Worth Relationship Manager

1 day ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Acquiring High Net Worth Relationships

The Relationship Manager-Wealth is the ultimate face of our business, serving as the final point of contact with clients. This key position requires a professional who can deliver exceptional standards of service, acquire high net worth relationships, and retain existing ones by providing tailored financial solutions.

  • Key Responsibilities:
  • Manage client relationships and generate Assets Under Management (AUM) from preferred clients.
  • Advising affluent and super-affluent clients on their investments and overseeing their overall financial portfolios.
  • Deepening wallet share from existing clients and tracking the affluents and super-affluent client segment in the market for new client acquisition.
Requirements:

We are seeking experienced Relationship Managers with a proven track record in private banking or wealth management. Key qualifications include:

  • Selling Products: Mutual Funds, PMS, Structured Products.
  • Client Handling: Managing clients with a minimum investment amount of Rs 1 Cr and above.
  • Analytical Skills: Strong analytical skills and ability to work in teams.
  • Candidate Qualifications: Candidates with good vintage in their present and previous companies (at least minimum tenure of 3-4 yrs of stability).
About the Role:

This role offers a unique opportunity for candidates to leverage their expertise in advising affluent and super-affluent clients, driving growth through acquiring new clients, and deepening wallet share from existing clients. The successful candidate will be responsible for researching and investigating available investment opportunities/financial market trends to determine their suitability for clients' portfolios.

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