Strategic Partnership Specialist

4 days ago


Palakkad, Kerala, India beBeeRelationship Full time ₹ 7,50,000 - ₹ 12,50,000
Job Overview

We are seeking a seasoned professional to lead our efforts in building and maintaining strong relationships with High Net-Worth Individuals (HNIs). This role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

Key Responsibilities:

  • Develop and execute strategies for acquiring new HNI clients and expanding existing relationships
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services
Required Skills and Qualifications

To be successful in this role, you will require:

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • At least 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads into managed portfolios

Additional Requirements:

  • Strong communication and interpersonal skills
  • Ability to understand client needs and provide appropriate investment solutions

As a Relationship Manager, you will have the opportunity to work with a diverse range of clients, providing tailored financial solutions and expert guidance. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting role.



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