Strategic Account Manager

1 day ago

Salem, Tamil Nadu, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,50,00,000

Job Description:

We are seeking an experienced Relationship Manager to join our team. The ideal candidate will have a proven track record of developing and maintaining strong client relationships, with a focus on acquiring and enhancing assets under management (AUM).

Key Responsibilities:

  • To develop and manage client relationships to enhance and acquire more AUM.
  • To align AUM with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and portfolio volatility.
  • To review and service portfolios to deliver exceptional client experiences.
  • To onboard new relationships, focusing on client acquisition.
  • To conduct marketing activities to increase the number of managed clients.
  • To stay up-to-date with industry knowledge and skills to better serve clients.
  • To maintain high ethical standards in providing services and analysis.
  • To collaborate closely with product teams for delivering specialized advice.

Benefits:

This role offers a unique opportunity to work in a dynamic environment, where you can make a significant impact on clients' financial success. As a member of our team, you will have access to ongoing training and development opportunities, allowing you to grow professionally and personally.

About Us:

We are a leading organization dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). With a transparent, data-driven approach to financial success, we specialize in wealth creation, risk management, tax planning, and estate planning. Our commitment to excellence has earned us a 'Great Place to Work' certification, fostering a culture of trust, collaboration, and excellence across 18 locations in India and an international office in Dubai.

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