Financial Services Professional

5 hours ago

Vadodara, Gujarat, India beBeeWealth Full time ₹ 8,00,000 - ₹ 15,00,000
Job Title: Relationship Manager

We are seeking an experienced and skilled professional to join our team as a Relationship Manager. The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals, converting qualified leads into managed portfolios, and providing high-quality wealth management services.

This is an exciting opportunity for someone who is passionate about delivering exceptional client service and wants to take their career to the next level.

Key Responsibilities:
  • Client Acquisition: Identify and pursue new business opportunities to expand our client base.
  • Relationship Management: Develop and maintain strong relationships with high net worth clients to ensure their financial goals are met.
  • Portfolio Advisory: Provide expert advice on investment opportunities across mutual funds, equity, and wealth management products.
  • Performance Monitoring: Regularly review and monitor client portfolios to ensure consistent performance.
  • Collaboration: Work closely with internal teams to deliver seamless wealth advisory services.
Requirements:
  • Bachelor's/Master's Degree: In finance, commerce, economics, or a related field.
  • Experience: 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory.
  • Proven Track Record: A proven track record of handling high net worth clients and converting leads.
Benefits:

We offer a competitive salary and benefits package, including health insurance, retirement savings plan, and paid time off. Additionally, we provide ongoing training and development opportunities to help you grow your career.

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