Strategic Client Growth Manager

1 day ago


Palakkad, Kerala, India beBeeClientRelationship Full time ₹ 1,20,00,000 - ₹ 1,70,00,000

Our organization specializes in wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.

We provide a transparent, data-driven approach to financial success by focusing on wealth creation, risk management, tax planning, and estate planning. Our commitment to excellence has earned us a Certified 'Great Place to Work' status.

Our team is dedicated to empowering clients with informed investment decisions through our global presence across India and Dubai.

Key Responsibilities

  • To develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  • To align AUM with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a exceptional client experience.
  • To onboard new relationships, acquiring clients and expanding the business.
  • Conduct marketing activities to increase the number of managed clients.
  • Continuously learn new skills and knowledge to better serve clients.
  • Maintain full ethics in providing services and analysis.
  • Collaborate closely with product teams to deliver specialized advice.


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