Senior Client Manager

4 days ago


Dehra Dūn, Uttarakhand, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 1,50,00,000

The primary objective of this role is to establish and maintain strong relationships with high net worth individuals. As the ultimate face of our organization, you will serve as the final point of contact for clients, providing exceptional services and expertise.

We are seeking a seasoned professional with a proven track record in acquiring and managing high value relationships. Your key responsibilities will include designing and implementing tailored financial plans, delivering expert advice, and executing these plans effectively.

  • Acquire and retain premium clients by delivering exceptional service and building trust
  • Maintain strong client relationships and grow assets under management through strategic planning and relationship development
  • Provide expert advice on investments and manage overall financial portfolios to maximize returns
  • Stay up-to-date on market trends and investment opportunities through ongoing research and analysis
  • Collaborate with product and research teams to inform investment decisions and drive business growth
  • Organize seminars, workshops, and other business development activities to engage clients and prospects

Prior experience in private banking or wealth management is essential. We also require strong analytical skills, effective communication, and a minimum tenure of 3-4 years in stability.



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