Client Relationship Specialist

1 day ago

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

Transform your career with a dynamic role in client relationships

Ikashi Wealth is dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through tailored investment strategies.

Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. With a client-first approach, we focus on building long-term trust and delivering measurable growth.

Job Location: We're hiring at our new campus, offering a unique blend of work and nature.

Work where fresh ideas meet fresh air—tree-lined walkways, open courtyards, and quiet zones for deep focus.

Role Description

We are expanding our Relationships Department and seeking experienced professionals who can engage with HNI clients and provide high-quality wealth management services.

The role involves acquiring and managing client relationships, providing portfolio advisory, and ensuring every client receives customized financial strategies aligned with their goals.

Key Responsibilities:

  • Establish and maintain strong relationships with HNI clients.
  • Convert qualified leads into managed portfolios.
  • 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.

Qualifications:

Relationship Manager

  • Bachelor's/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.

Key Qualities:

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

  • Senior Client Relationship Specialist

    6 days ago

    Kanpur, Uttar Pradesh, India beBeeAccountManager Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

    Job TitleWe are seeking a highly skilled and experienced Account Manager to lead our key accounts, ensuring timely and cost-effective delivery of AI/ML and Data Analytics projects. This individual will serve as the primary point of contact for key clients, maintaining regular communication and fostering long-term relationships.Key Responsibilities:Client...

  • Client Engagement Specialist

    3 days ago

    Kanpur, Uttar Pradesh, India beBeeengagement Full time US$ 40,000 - US$ 75,000

    Job Title: Client Engagement SpecialistAbout the RoleWe are seeking a skilled Client Engagement Specialist to join our team. As a key member of our organization, you will be responsible for building strong relationships with our clients and driving sales growth through our Financial Orientation Services (FOS).Your primary objective will be to maintain...

  • Client Relationship Manager

    2 hours ago

    Kanpur, Uttar Pradesh, India beBeeClientRelationshipManager Full time ₹ 12,00,000 - ₹ 20,00,000

    Job OverviewWe seek a skilled Client Relationship Manager with proven experience in sales and account management.Main Responsibilities:Serve as the primary point of contact between the agency and clients, ensuring seamless communication.Understand client business objectives and develop effective marketing strategies.Manage end-to-end client servicing...

  • Senior Client Relationship Manager

    18 hours ago

    Kanpur, Uttar Pradesh, India beBeeClient Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job Title: Senior Client Relationship ManagerJob Description:  We are seeking a skilled and experienced Senior Client Relationship Manager to join our team.  Responsibilities:

  • Global Client Relationship Manager

    1 day ago

    Kanpur, Uttar Pradesh, India beBeeClientEngagement Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title: International Client Engagement & Appointment ManagerWe are building a global client engagement and appointment management team to support our international expansion.As an International Client Engagement & Appointment Manager, you will be responsible for managing client relationships, coordinating appointments, and ensuring seamless execution of...

  • Executive - Client Success Specialist

    17 hours ago

    Kanpur, Uttar Pradesh, India beBeeClientSuccess Full time ₹ 47,15,000 - ₹ 80,50,000

    Job Overview:">We are seeking a highly motivated individual to fill the role of Executive, where you will be responsible for building long-term relationships with clients and driving business growth.">Key Responsibilities:">">Client Relationship Management: Build strong, lasting relationships with clients to ensure their needs are met and exceeded.">Business...

  • High Net Worth Client Growth Specialist

    14 hours ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Key OpportunitiesWe are seeking a seasoned Client Growth Specialist to cultivate, manage, and enhance high-net-worth client relationships. The role involves providing expert advisory services, portfolio management, and business development strategies to achieve revenue and asset under management (AUM) targets.Primary Responsibilities:Build and maintain...

  • Client Relationship Manager

    14 hours ago

    Kanpur, Uttar Pradesh, India beBeeCustomerSupport Full time ₹ 8,00,000 - ₹ 12,00,000

    Project Coordinator RoleWe are seeking a highly skilled and customer-focused individual to fill the role of Project Coordinator. In this position, you will be responsible for providing exceptional customer service and support to our clients.

  • Public Relations Specialist

    1 day ago

    Kanpur, Uttar Pradesh, India beBeePublic Full time ₹ 8,00,000 - ₹ 15,00,000

    As a strategic communications specialist, you will have the opportunity to build and maintain relationships with top local clients, collaborate closely with media professionals, and leverage your research, writing, and client management skills to deliver results.

  • Client Service Manager

    18 hours ago

    Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 15,00,000

    Job OverviewManage client relationships to deliver exceptional service and drive seamless transactions.Key Responsibilities:Oversee end-to-end client servicing, including onboarding and post-sales experienceHandle KYC documentation and compliance requirements for all investment transactionsCoordinate and execute client-specific service transactions across...