Senior Financial Services Relationship Manager

24 hours ago

Anantapur, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,44,00,000 - ₹ 2,16,00,000
Senior Relationship Manager Job Description

We are seeking a seasoned Certified Financial Planner (CFP) with exceptional relationship-building skills to serve as a trusted advisor to our clients.

About the Role:

In this dual position, you will leverage your financial planning expertise and relationship-building abilities to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will possess a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:
  • Client Relationship Management:
    • Establish and maintain strong, trust-based relationships with affluent/high-net-worth clients, serving as their primary point of contact for all financial matters.
    • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand our client base.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
    • Lead the project of developing a tech-first financial planning product that enables DIY users to create personalized financial plans.
  • Business Development:
    • Utilize existing networks and relationship-building skills to acquire new clients and expand our assets under management.
    • Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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