Strategic Asset Growth Specialist

2 weeks ago

Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000
Senior Client Relationship Manager

Transforming Wealth Creation with Unparalleled Service

We are seeking a seasoned Client Relationship Manager to join our esteemed team. As a key member, you will be responsible for cultivating and maintaining long-term relationships with high net worth individuals and ultra-high net worth individuals, driving growth in assets under management through expert advice, personalized service, and tailored solutions.

  • Develop and manage client relationships to enhance and acquire more assets under management, fostering trust and loyalty through exceptional service delivery.
  • Align assets under management with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and portfolio volatility.
  • Review and service portfolios to create memorable experiences for clients, ensuring their needs are met and exceeded.
  • Onboard new relationships by acquiring new clients and growing existing ones, expanding our network of influential clients.
  • Conduct marketing activities to increase the number of managed clients, promoting our brand and expertise in wealth creation and management.
  • Stay up-to-date with industry trends, best practices, and regulatory requirements to deliver exceptional results for our clients.
  • Maintain full ethics in providing services and analysis, adhering to the highest standards of professionalism and integrity.

We offer a collaborative environment that encourages growth, learning, and innovation. Our commitment to excellence and customer satisfaction is unwavering. If you share our passion for delivering exceptional results and building lasting relationships, we invite you to join our dynamic team as a Senior Client Relationship Manager.

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