Strategic Financial Services Relationship Manager

2 days ago


Bareilly, Uttar Pradesh, India beBeeFinancialAdvisor Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Financial Planning Expertise

We are seeking a seasoned Certified Financial Planner (CFP) with a proven track record in client relationship management to serve as a trusted advisor to our clients.

  • Client Engagement:
    • Foster and maintain strong, trust-based relationships with affluent/high-net-worth clients.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
  • Financial Assessment:
    • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present tailored financial plans aligned with clients' goals, risk tolerance, and financial circumstances.
    • Regularly review and update financial plans as needed.
  • Business Growth:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management.

We offer a dynamic work environment that values innovation, collaboration, and customer satisfaction. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.

If you have a passion for providing expert financial guidance and a proven track record in client relationship management, we encourage you to apply for this exciting opportunity.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build trust and rapport with clients from diverse backgrounds.

A competitive compensation package and ongoing professional development opportunities await the successful candidate.



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