Relationships Professional

1 day ago


Malappuram, Kerala, India beBeeWealth Full time ₹ 12,00,000 - ₹ 17,00,000
Job Opportunity

Seeking a dynamic professional to join our expanding Relationships Department.

Key Responsibilities:
  • Build and maintain strong relationships with high net worth clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across mutual funds, equity, and wealth management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services
Requirements:
  • Bachelor's/Master's degree in finance, commerce, economics, or related field
  • 2–3 years of experience in wealth management, mutual funds, equity, or financial advisory
  • Proven track record of handling high net worth clients and converting leads
Benefits:
  • Opportunity to work in a green campus environment
  • Chance to engage with high net worth clients and provide customized financial strategies
  • Collaborative team environment


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