Relationship Manager

1 day ago

Davangere, Karnataka, India beBeePortfolio Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

Seeking a relationship manager to enhance and acquire Assets Under Management by aligning them with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.

About the Role

The ideal candidate will be responsible for developing and managing client relationships to create a wow experience for clients. They will onboard new relationships, conduct marketing activities, learn new skills, and maintain full ethics in providing services and analysis.

  • Develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Create a wow experience for clients through exceptional service delivery.
What You Will Gain

This role offers a unique opportunity to work with clients globally, empower them to make informed investment decisions, and deliver specialized advice. Our team is dedicated to providing exceptional service and fostering a culture of trust, collaboration, and excellence.

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