Financial Relationship Manager

1 day ago


Gandhinagar, Gujarat, India beBeeClient Full time ₹ 10,00,000 - ₹ 15,00,000
Job Description

The ideal candidate will play a key role in acquiring and managing high net worth clients, ensuring seamless service delivery. They will be responsible for conducting client profiling to offer debt, equity, mutual fund, structured, and real estate products.

They will manage and analyze client portfolios for performance and profitability. Additionally, they will drive cross-selling, deepen relationships, and enhance the share of wallet.

They will also support marketing plans and acquisition initiatives in the corporate/HNI space.



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