Business Relationship Manager

7 hours ago


Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 25,00,000
Join Our Team of Financial Experts

We are expanding our Relationships Department and seeking dynamic professionals who can engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

Key Responsibilities:

  • Build and maintain strong relationships with HNI clients
  • Convert qualified leads into managed portfolios
  • Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
  • Monitor and review client portfolios to ensure consistent performance
  • Collaborate with internal teams to deliver seamless wealth advisory services

Qualifications:

  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads

Benefits:

We offer a competitive compensation package, comprehensive training, and a collaborative work environment that fosters growth and development.



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