Executive Relationship Manager

2 days ago


Bareilly, Uttar Pradesh, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Overview

We are seeking a seasoned professional to manage relationships with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services.

The ideal candidate will have a strong understanding of investment strategies and be able to build trust with clients.

Key Responsibilities:
  • Acquire and retain HNI clients through effective relationship management
  • Develop and implement customized financial strategies aligned with client goals
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios for consistent performance

Requirements:

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

Qualifications:

  • Strong communication and interpersonal skills
  • Ability to understand client needs and provide appropriate investment solutions
  • Knowledge of financial markets and instruments

Benefits:

Our company offers a dynamic work environment with opportunities for growth and development.

This role provides the chance to make a meaningful impact on clients' lives and contribute to their financial success.



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