High Net Worth Relationship Manager

2 days ago

Ahmedabad Surat Rajkot, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 10,00,000
Key Responsibilities

This role involves acquiring and managing high net worth relationships, establishing strong ties with affluent individuals by designing and implementing their financial plans.

The relationship manager will handle and manage clients with a minimum investment amount of Rs 25 lakhs and above, bringing existing clients and building a strong client book.

Maintaining client relationships and generating AUM from HNI UHNI clients are key responsibilities. Advising affluent clients on their investments and managing their overall financial portfolio is also crucial.

Researching and investigating available investment opportunities and updating clients on market trends to determine whether they fit into their portfolios is another important aspect.

Coordinating with product and research teams for investment decisions and conducting seminars, workshops, and other business development activities are part of this role as well.

Requirements

This role requires strong communication and interpersonal skills, ability to work with minimal supervision, and excellent analytical and problem-solving skills.

A bachelor's degree in finance or related field is essential, along with relevant work experience in the industry.

Benefits

Working in this role offers numerous benefits, including opportunities for career growth and professional development, competitive compensation and benefits package, and recognition for outstanding performance.

Other Information

This role offers a dynamic and challenging work environment, with opportunities to make a significant impact on the company's success.

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