Senior Investment Professional

24 hours ago


Aurangabad, Maharashtra, India beBeeWealthManagement Full time ₹ 15,00,000

Job Role: Relationship Manager - Wealth

Location: Chennai, Tamil Nadu

About the Role

  • To acquire and effectively manage high net worth individual clients, ensuring seamless service delivery.
  • Conduct client profiling to offer a range of financial products including debt, equity, mutual funds, structured and real estate products.
  • Monitor and analyze client portfolios for performance and profitability.
  • Drive cross-selling efforts to deepen relationships and enhance share of wallet.
  • Support marketing plans and acquisition initiatives in the corporate/HNI space.

Qualifications and Skills

  • MBA / PGDBA / PGPM or equivalent degree in business administration
  • AMFI/NISM certification is mandatory, while IRDA certification is preferred

Key Competencies

  • Wealth Management and Financial Markets Expertise
  • Client Acquisition and Relationship Building
  • Portfolio Analysis and Management
  • Business Development and Cross-Selling

Interested candidates can apply with their resume by contacting us at 8488833693.



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