Strategic Client Growth Director

2 days ago

Salem, Tamil Nadu, India beBeeClientPartnership Full time ₹ 60,00,000 - ₹ 1,00,00,000
Client Partnership Leader Role Summary

We seek a versatile leader to champion our offerings and nurture high net worth relationships.

Key Responsibilities:
  • Drive business development and consultative sales with HNI/UHNI investors and family offices.
  • Oversight of the client journey: sale, onboarding, portfolio discussions, and relationship building.
  • Clearly communicate investment strategies emphasizing hyper-personalization, goal-focused, and quant & AI-driven approaches.
  • Collect structured client feedback and work cross-functionally to influence product direction.
  • Leverage modern tools such as AI agents and CRM software.
Required Background:
  • 5+ years experience in wealth management, PMS/AIF advisory, or private banking.
  • Strong academic background from premier institutions and willingness to obtain NISM Series XXI-B certification.
  • Demonstrated success managing HNI/UHNI relationships especially younger or tech-savvy clients.
  • Mindset of AI-native productivity, end-to-end ownership, and bias toward action.
  • Bonus: Experience growing companies from an early stage.
Culture Overview:

Our company prioritizes fulfilling best work, pursuing excellence, and fostering a high-performance culture. We offer top compensation, free access to employee-only funds, and encourage innovation, curiosity, speed, candor, truth, and craftsmanship.

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