Portfolio Growth Specialist

2 days ago

Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 80,00,000
Senior Relationship Manager

Our team is seeking an experienced Senior Relationship Manager to build and maintain relationships with family offices and high-net-worth individuals.

Key Responsibilities:

  • Client Acquisition & Relationship Management: Establish and cultivate strong relationships with key clients to drive business growth.
  • Investment Advisory & Product Distribution: Provide expert investment advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a specific ticket size range.
  • Business Growth & Strategy: Develop and implement strategies to expand our wealth management business in the long term.
  • Market Positioning & Networking: Represent our company at industry events to strengthen brand positioning.

Qualifications & Experience:

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

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