Senior Financial Services Specialist

2 days ago


Gandhinagar, Gujarat, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000
Job Title: Wealth Management Professional

We are seeking an experienced and skilled Senior Relationship Manager to join our team. As a key member, you will be responsible for managing a portfolio of high net worth clients and driving business growth through strategic relationship management.

Main Responsibilities:
  • Manage a portfolio of high net worth clients to achieve business growth targets
  • Develop and implement tailored financial solutions to meet client needs
  • Collaborate with internal stakeholders to provide excellent customer service and drive business growth
  • Stay up-to-date with market trends and competitor activity to maintain a competitive edge
Key Requirements:
  • Minimum 2 years of experience in wealth management or related field
  • Strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills
  • Ability to manage complex client requirements
Preferred Qualifications:
  • AMFI Certification
  • NCFM Certification (Optional)
  • CAIIB
  • IRDA

The ideal candidate will possess excellent communication and interpersonal skills, strong analytical abilities, and the ability to work effectively in a fast-paced environment.

This role offers a unique opportunity to work with a diverse portfolio of high net worth clients, develop strategic relationships, and drive business growth.



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