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Strategic Asset Management Specialist

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Hyderabad, Telangana, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Job Role

•As an Elite Relationship Manager, you will be responsible for onboarding and managing high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) customers.

•You will work with a strategic plan to address wealth creation and wealth preservation by providing a comprehensive product and engagement proposition that includes mutual funds, PMS/AIF strategies, structures, alternate assets, direct equity, unlisted opportunities, and consumer or business asset/loan products.

•Achieving revenue objectives is crucial to your success.

•Compliance with Know Your Customer (KYC) and Securities and Exchange Board of India rules, regulations, and legislation governing the financial services industry is essential.

Job Requirement

•Relevant experience in acquiring and managing HNI & UHNI customers is necessary.

•Strong communication and presentation skills are required to effectively interact with clients.

•You should be a self-starter, proactive, and target-oriented individual.

•Developing strong networking and relationship-building skills is critical to success in this role.