Strategic Client Partnership Specialist

21 hours ago

Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 22,50,000
Key Client Relationship Manager

Job Description:

Maintaining Strategic Partnerships and Growth Opportunities

We are seeking a skilled Key Client Relationship Manager to maintain strategic partnerships, generate revenue from key clients, and manage their overall financial portfolio.

Key Responsibilities:
  • Advising HNI/Ultra HNI clients on their investments and deepening the wallet from existing clients
  • Tracking the HNI/Ultra HNI segment in the market for new client acquisition
  • Researching and investigating available investment opportunities/financial market trends
  • Coordinating with product and research teams for taking investment decisions
  • Organizing seminars, workshops, and business development activities
  • Prospecting, acquiring, and retaining clients
  • Achieving target growth in terms of number of clients/volume of business & assets
  • Understanding clients' needs and requirements and positioning products & services accordingly
Requirements:
  • Preferring candidates from Broking/NBFC Background
  • 10+ years of experience in wealth management
  • Team Leading experience preferred
  • Experience handling Ultra HNI, Super HNI & NRI Clients
  • Extensive knowledge and working experience on wealth products like Arbitrage, PMS, AIF, SIP, Bonds & Structured Products

The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to build and maintain strong relationships.

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