Strategic Client Partners

21 hours ago


Ghaziabad, Uttar Pradesh, India beBeeClientCentric Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Relationship Manager Job Description

Develop and manage client relationships to enhance and acquire more assets under management (AUM). Align AUM with clients' financial strategies to reduce risk, cost, and tax, while enhancing desired returns and portfolio volatility.

  • Review and service portfolios to create a wow experience for clients.
  • Onboard new relationships, including acquiring new clients.
  • Conduct marketing activities to increase the number of managed clients.
  • Stay up-to-date with new skills and knowledge to provide better services to clients.
  • Maintain full ethics in providing services and analysis.
  • Work closely with product teams to deliver specialized advice.

Key Responsibilities:

1. Develop and maintain strong relationships with clients to drive business growth.

2. Provide expert advice on investment strategies and portfolio management.

3. Analyze client needs and develop tailored solutions to meet their goals.

4. Collaborate with cross-functional teams to ensure seamless delivery of services.

5. Stay informed about market trends and regulatory changes to provide best-in-class services.

6. Foster a culture of excellence, integrity, and trust within the organization.

What We Offer:

A dynamic and supportive work environment that promotes growth and development.

Opportunities to work with a talented team of professionals who share your passion for excellence.

Continuous training and professional development programs to enhance your skills and knowledge.

Competitive compensation and benefits packages that reward your hard work and dedication.

About Us:

We are a leading provider of wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals.

Our team is passionate about delivering exceptional results and building long-term relationships with our clients.

We are committed to fostering a culture of excellence, integrity, and trust within our organization.



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