Strategic Business Partner

14 hours ago


Bikaner, Rajasthan, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Client Relationship Specialist

The role of a Client Relationship Specialist is to foster strong connections with high-net-worth individuals and ultra-high-net-worth individuals, providing tailored solutions to help them achieve their financial objectives.

Responsibilities include:

  • Developing and managing client relationships to enhance and acquire more assets under management (AUM)
  • Aligning AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio
  • Reviewing and servicing portfolios to create a wow experience for clients
  • Onboarding new relationships and acquiring new clients
  • Conducting marketing activities to increase the number of clients managed
  • Learning new skills and knowledge to service clients better
  • Maintaining full ethics in providing services and analysis
  • Working closely with product teams for delivering specialized advice

With a culture of trust, collaboration, and excellence, we empower our team members to grow professionally and personally, fostering an environment that promotes long-term success.



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