Director of Client Relations

4 days ago


Kottayam, Kerala, India beBeeClientRelationships Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Summary

We are seeking a dynamic and experienced professional to champion our client relationships and drive business growth.

About the Role

  • Lead business development and consultative sales initiatives to high net worth individuals and family offices.
  • Owning the end-to-end client journey, including sale, onboarding, portfolio discussions, and relationship building.
  • Communicating investment strategies clearly, focusing on hyper-personalization, goal-focused, and quant & AI-driven approaches.
  • Gathering structured client feedback and influencing product direction cross-functionally with the product and quant teams.
  • Leveraging modern tools, such as AI agents and CRM software.

Key Qualifications

  • A minimum of 5 years' experience in wealth management, PMS/AIF advisory, or private banking.
  • A strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification.
  • Demonstrated success managing high net worth relationships, especially younger or tech-savvy clients.
  • An AI-native mindset, end-to-end ownership, and bias toward action.
  • Bonus: Experience growing companies from an early stage.


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