High Net Worth Client Specialist

1 day ago

Tiruppur, Tamil Nadu, India beBeeWealthManagement Full time ₹ 12,00,000 - ₹ 24,00,000
Job Description:

We are seeking a dynamic professional to join our team as a Relationship Manager. The successful candidate will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs), providing high-quality wealth management services, and converting qualified leads into managed portfolios.

The role involves client acquisition, portfolio advisory, and relationship management. Our ideal candidate will have excellent communication and interpersonal skills, along with the ability to understand client needs and provide appropriate investment solutions.

Key Responsibilities:

  • Build and maintain relationships with HNI clients.
  • Convert qualified leads into managed portfolios.
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
  • Monitor and review client portfolios to ensure consistent performance.
Required Skills and Qualifications:
  • Bachelor's or Master's degree in Finance, Commerce, Economics, or related field.
  • Minimum 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
  • Proven track record of handling HNI clients and converting leads.
Benefits:

Our company offers a collaborative work environment, flexible working hours, and opportunities for growth and development. We prioritize our employees' well-being and offer a range of benefits to support their physical and mental health.

Why Choose Us?

At our organization, we value innovation, creativity, and teamwork. We strive to deliver exceptional results and exceed our clients' expectations. If you are a motivated and driven individual who shares our values, we encourage you to apply for this exciting opportunity.

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