Highly Skilled Senior Relationship Manager

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 1,99,99,999

About this role

We are seeking an experienced Senior Relationship Manager (Fintech/Wealth tech) to join our team.

About the role:

This dynamic position combines financial planning expertise with relationship-building skills to design tailored financial plans, manage client portfolios, and foster long-term relationships.

Your responsibilities will include:

  • Client Relationship Management:
    • Buiild and maintain strong, trust-based relationships with clients, acting as their primary point of contact for all financial matters.
    • Proactively engage with clients to understand evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow our client base.
  • Financial Planning:
    • Conduct in-depth financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant guidelines.
    • Leverage expertise to build a tech-first financial planning product for DIY users.
  • Business Development:
    • Leverage networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
    • Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

You will need:

  • Qualifications:
    • A bachelor's degree in Finance, Economics, Business Administration, or a related field.
    • A Certified Financial Planner (CFP) certification from FPSB India or an equivalent recognized body (preferred).

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