High-Value Client Relationship Growth Specialist

2 days ago

Delhi Bengaluru Bangalore Chandigarh, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

We are seeking seasoned Relationship Managers to drive business growth in Private Banking/Wealth Management. This key role focuses on acquiring, deepening and retaining high-value relationships with clients by offering expert advice and a comprehensive suite of financial products.

Key Responsibilities
  • Acquire and deepen relationships with High Net Worth (HNI) and Ultra HNI clients to achieve revenue targets.
  • Promote and sell a range of financial products including Mutual Funds, Portfolio Management Services, Alternative Investment Funds and Equity Broking to generate revenue.
  • Nurture strong client relationships through networking and continuous communication to understand their financial needs and objectives.
  • Apply in-depth knowledge of capital markets and financial products to provide sound investment advice to clients.
  • Broaden Assets Under Management (AUM) and expand the client base as per company-defined targets.
  • Keep clients informed through relevant market news, inputs and reports.
Requirements and Qualifications
  • 7+ years of experience in wealth management or private banking.
  • Existing Role: Current Relationship Manager - Wealth Management/Private Banker.
  • Comprehensive knowledge of Mutual Funds, PMS, AIF, Stock Broking, Equity and related financial instruments.
  • Proven track record with an existing AUM of ₹50 Cr.
  • Preferred Designations: Burgundy RM, Exclusive RM, Pioneer, Preferred Relationship Manager, Insignia RM, Imperia RM within Banking/NBFC/Stockbroking sectors.

  • High Net Worth Relationship Manager

    4 days ago

    Mohali, Chandigarh, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Profile: Wealth Management SpecialistDeveloping, expanding and maintaining high-value relationships by delivering bespoke banking and investment solutions that exceed client expectations.Business Growth InitiativesGenerating incremental revenue through targeted sales of liabilities, retail assets, business banking, forex, cards, investments and...

  • Client Growth Specialist

    5 days ago

    Delhi, Delhi, India beBeeClientGrowth Full time ₹ 75,00,000 - ₹ 1,50,00,000

    Job Opportunity: Client Growth SpecialistThe ideal candidate for this role will work closely with businesses to develop and implement strategies that drive core growth metrics. This involves managing programs for clients/brands, accelerating sales & distribution, and fostering a culture of success and ongoing business achievement.Key Responsibilities:Develop...

  • Client Relationship Manager

    4 days ago

    Chandigarh, Chandigarh, India beBeeClient Full time

    As a seasoned business professional, we seek an exceptional Client Relationship ManagerThis is a high-profile role for managing client relationships and driving revenue growth through strategic planning and execution.You will be responsible for developing and implementing comprehensive relationship management plans to ensure client satisfaction and...

  • Client Partnerships Specialist

    19 minutes ago

    Chandigarh, Chandigarh, India beBeePartnerships Full time ₹ 1,04,000 - ₹ 1,30,878

    We are seeking a skilled Client Partnerships Specialist to join our team. This role will involve building and maintaining strong relationships with clients, identifying their needs and proposing suitable solutions.Maintaining a deep knowledge of company products and services, ensuring that you can effectively communicate their benefits to clients.Developing...

  • Executive - Client Relationship Specialist

    5 days ago

    Chandigarh, Chandigarh, India beBeeClientService Full time ₹ 4,00,000 - ₹ 6,00,000

    Client Service ProfessionalWe are seeking a highly skilled and versatile individual to excel in client relationships and drive our social media strategy.Konzept Interaktif is a dynamic marketing agency dedicated to delivering innovative solutions. We pride ourselves on our collaborative and fast-paced work environment, providing opportunities for...

  • Client Growth Specialist

    1 day ago

    Bengaluru, Karnataka, India beBeeGrowth Full time ₹ 10,00,000 - ₹ 15,00,000

    Client Growth SpecialistJob Overview:The Client Growth Specialist will be responsible for cultivating and maintaining strong relationships with key stakeholders within partner organizations.This role requires collaboration with internal teams to align resources and strategies that meet partner needs.Key Responsibilities:Main Accountabilities:Develop and...

  • Client Growth Specialist

    16 hours ago

    Gurgaon/Gurugram/Noida/Kolkata/Mumbai/Bangalore, India beBeeAnalytical Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Account Manager Job Summary">We are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will play a critical role in acquiring new clients, building strong relationships with existing ones, and driving account growth.">Key Responsibilities:Conduct pre-sales research to identify high potential customers and develop tailored...

  • Client Relationship Executive

    3 days ago

    Bengaluru, India MANAH Wellness Full time

    **Client Success executive** Work mode - Hybrid Qualification - Mandatory-Bachelors (Graduate), MBA preferred **Experience - 8 months - 1 year** **Responsibilities**: - Develop and manage client portfolios. - Sustain business growth and profitability by maximizing value. - Analyze client data to improve client experience. - Upsell services and products...

  • Strategic Client Growth Manager

    2 days ago

    Bengaluru / Bangalore, Delhi, Mumbai, India beBeeStrategic Full time ₹ 8,00,000 - ₹ 12,00,000

    Key Responsibilities of a Strategic Relationship Manager:1. Develop and execute a comprehensive client engagement strategy to drive revenue growth.2. Collaborate with Regional Managers to identify and pursue high-value opportunities, ensuring alignment with business objectives.3. Work closely with Relationship Managers to implement cross-selling initiatives,...

  • Strategic Client Relationships Specialist

    4 days ago

    Chandigarh, Chandigarh, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000

    Job Description:Key Responsibilities:Develop and implement client engagement strategies to foster strong relationships with clients across various industries.Identify and pursue new business opportunities that align with our institutional business goals.About the Role:We are seeking an experienced Relationship Manager to build and maintain key relationships...