Relationship Growth Manager

1 day ago


Pune, Maharashtra, India beBeeRelationshipGrowth Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Title: Relationship Growth Manager

Job Description:

The primary objective of this role is to foster meaningful relationships with high net worth clients, providing tailored investment advice and exceptional service standards.

  • Identify and acquire preferred clients through strategic networking and relationship-building initiatives.
  • Collaborate with wealth management teams to prepare reports and coordinate transactions with asset management companies.
  • Assist wealth relationship managers in servicing existing clients, ensuring seamless delivery of investment solutions.
  • Develop and execute lead generation strategies, including cold calling and prospect meetings.
  • Work closely with product and research teams to design customized portfolio solutions for affluent clients.
Required Skills and Qualifications:
  • Postgraduate degree in a relevant field with a minimum of one year's experience in private banking or wealth management.
  • Excellent analytical and client relationship management skills, with the ability to build trust and rapport with high net worth individuals.
  • Proven track record of selling mutual funds, portfolio management services, and structured products.
  • Strong cold calling and lead generation skills, with a focus on identifying new business opportunities.
Benefits:

This role offers a unique opportunity to grow your career in a dynamic and supportive environment, with opportunities for professional development and advancement.

To apply, please submit your CV via our online portal. Our team will review your application and be in touch shortly.



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