Senior Client Partnerships Manager

6 hours ago


Thoothukudi, Tamil Nadu, India beBeeClient Full time ₹ 40,00,000 - ₹ 60,00,000

We are seeking an experienced Senior Client Partnerships Manager to play a pivotal role in managing client relationships, understanding their financial needs, and providing expert advice on various investment products.

About the Role:

The successful candidate will be responsible for building strong relationships with high net worth clients, understanding their financial goals and aspirations, and providing tailored solutions to meet their needs.

  • Act as the primary point of contact for high net worth clients, understanding their financial needs and providing expert advice.
  • Provide insights on investment options, including stocks, bonds, mutual funds, and other financial products.
  • Maintain proactive communication with clients through regular calls, emails, and virtual meetings.
  • Identify opportunities for cross-selling and up-selling investment products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.

Key Qualifications:

  • Bachelor's degree
  • A minimum 2 years of experience in wealth management or financial services
  • Strong knowledge of financial regulations and products
  • Excellent client engagement and customer service skills

Benefits:

  • A collaborative and dynamic work environment
  • Career progression plan aligned with company goals
  • An opportunity to interact with senior management and work under their mentorship


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