Strategic Financial Partnerships Lead

1 day ago

Vizag, Andhra Pradesh, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Description

We are seeking a Senior Relationship Manager to develop and manage client relationships, aligning assets under management (AUM) with clients' financial strategies. Key responsibilities include:

  • Enhancing and acquiring more assets under management (AUM)
  • Aligning AUM with clients' financial goals to minimize risk and maximize returns
  • Reviewing and servicing portfolios to deliver exceptional client experiences
  • Onboarding new relationships and expanding the client base
  • Developing and implementing marketing strategies to increase the number of managed clients

The ideal candidate will possess in-depth knowledge of investment products, risk management, and tax planning principles.

Required Skills & Qualifications

To excel in this role, you must have:

  • A strong understanding of investment products and their associated risks
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and make informed decisions
  • Experience working with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs)
Benefits

This position offers a dynamic work environment, opportunities for professional growth, and a competitive compensation package.

Other Opportunities

As a Senior Relationship Manager, you will have the chance to learn new skills and expand your knowledge in areas such as:

  • Marketing and business development
  • Financial planning and analysis
  • Investment product research and selection

You will be expected to maintain full ethics in providing services and analysis and work closely with product teams to deliver specialized advice.

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