Sales Relationship Manager

2 weeks ago


India beBeeRelationship Full time ₹ 1,76,64,000 - ₹ 2,51,04,000

As a Sales Relationship Manager, you will play a pivotal role in forging and sustaining strong connections with discerning investors who share our mission of achieving long-term returns through meticulous investment practices.

Key Responsibilities:
  • Manage distribution sales for locations and oversee key relationships for products focusing on Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
  • Manage key relationship distributors and direct clients, focusing on client acquisition and meeting revenue targets.
  • Build and maintain robust relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with industry experts' proven processes.

The ideal candidate will possess a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. You will collaborate closely with clients to understand their financial needs, providing tailored investment solutions and ensuring the highest level of client satisfaction.

To be successful in this role, you must stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information. You will also work collaboratively with internal teams to ensure seamless service delivery and client satisfaction.

In addition, you will prepare and present detailed investment reports and performance updates to clients, ensuring compliance with all regulatory requirements and company policies.


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