Strategic Client Partner

7 days ago

Ludhiana, Punjab, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000
Client Relationship Manager Job Description

We are seeking a skilled Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with our clients, identifying opportunities to enhance their financial well-being, and providing expert advice to help them achieve their goals.

Main Responsibilities:

  • To develop and manage client relationships to increase assets under management (AUM) and drive business growth.
  • To align AUM with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and volatility.
  • To review and service portfolios to deliver exceptional client experiences.
  • To onboard new relationships, acquiring new clients and expanding our customer base.
  • To conduct marketing activities to increase the number of managed clients.
  • To stay up-to-date with industry trends and best practices, continuously improving services and knowledge.
  • To maintain high ethical standards in providing services and analysis.
  • To collaborate closely with product teams to deliver specialized advice and solutions.

About Us:

We are an established company committed to simplifying wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals. Our approach is transparent, data-driven, and objective-focused, enabling us to deliver tailored solutions for our clients' unique needs.

What We Offer:

A dynamic work environment that fosters trust, collaboration, and excellence. Opportunities for professional growth and development, ensuring you remain at the forefront of your field. Competitive compensation packages and benefits that reflect your value to our organization.

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