High Salary: Strategic Client Acquisitions

5 days ago

Delhi, Delhi, India beBeeRelationshipBuilding Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Overview

The role of the Relationship Manager involves building and maintaining strong relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI) clients.

As a key member of our team, you will play a crucial part in expanding business through strategic relationship-building and up-selling MF products to UHNI clients.

This position requires exceptional communication skills, a deep understanding of the mutual funds market, and the ability to generate fresh leads through referrals.

  • Developing and implementing strategies for acquiring new HNI and UHNI clients
  • Up-selling MF products to UHNI clients
  • Generating fresh leads through referrals
  • Providing financial products tailored to meet customer needs
  • Profile customers to identify opportunities

The ideal candidate should have a proven track record of managing HNI clients, along with excellent analytical and problem-solving skills.

The successful candidate will work closely with cross-functional teams to achieve business targets and drive growth.

Responsibilities

Key responsibilities of this role include:

  • Acquiring new HNI and UHNI clients and maintaining regular contact
  • Upselling client's MF products to UHNI clients
  • Generating fresh leads through referrals
  • Providing financial products tailored to meet customer needs
  • Identifying opportunities by profiling customers
Requirements

The following qualifications are required for this position:

  • Proven experience in managing HNI clients
  • Deep understanding of the mutual funds market and its nuances
  • Excellent analytical and problem-solving skills
  • Ability to communicate effectively with HNIs and UHNIs
Benefits

This role offers a range of benefits, including:

  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment
  • Competitive compensation and benefits package
Why Apply?

If you are a results-driven professional with exceptional relationship-building skills, we encourage you to apply for this exciting opportunity.

  • Client Acquisition Manager

    3 weeks ago

    Delhi, Delhi, India FWCA LLP Full time

    Job Description: Client Acquisition Manager -  Financial Planner at FWCA LLP Calling prospective clients and engaging with them to set up meetings and deliver sales presentations, and product/service demonstrations daily. To generate leads from a given database & Identify decision makers within targeted leads and initiate the sales process. To penetrate...

  • Client Acquisition Specialist

    5 days ago

    Delhi, Delhi, India beBeeCustomer Full time

    Client Acquisition SpecialistWe are seeking a skilled Client Acquisition Specialist to join our team. The ideal candidate will have excellent communication skills and the ability to build strong relationships with potential clients.Key Responsibilities:Search for and contact new business opportunities through various channels, including Google and...

  • Client Acquisitions Manager

    1 week ago

    Delhi, Delhi, India beBeeAcquisitions Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Client Acquisitions ManagerWe are seeking an experienced Client Acquisitions Manager to join our team. As a key member of our sales organization, you will be responsible for identifying and acquiring new customers, building long-term relationships with existing clients, and driving revenue growth.Key Responsibilities:Identify and pursue new...

  • Strategic Talent Acquisition Manager

    1 day ago

    Delhi, Delhi, India beBeeTalent Full time US$ 72,000 - US$ 1,08,000

    Job Title: Strategic Talent Acquisition ManagerJob Description:We seek a dynamic professional to drive talent acquisition and operational excellence within our organization.The ideal candidate will possess expertise in identifying, attracting, and retaining top talent, while also possessing operational management skills to drive organizational success.Key...

  • Client Acquisition Intern

    3 weeks ago

    Delhi, Delhi, India Social Margaritaa Full time

    Job DescriptionWere looking for a Client Acquisition Intern to join our growing teamLocation: Hybrid (12 days/week in office New Delhi)Duration: 2 MonthsStipend: 25% of revenue generated (performance-based)Perks: Certificate + Letter of Recommendation + Real industry exposureWhat Youll Be Doing:-Identify and reach out to potential leads.-Confidently pitch...

  • Strategic Client Relationship Manager

    1 day ago

    Delhi, Delhi, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    Key ResponsibilitiesBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth ManagementAddress high net worth clients for investment requirements, through exclusive product offerings and superior service delivery to assist clients in achieving their short-term and...

  • Client Acquisition Specialist

    4 days ago

    Delhi, Delhi, India beBeeDevelopment Full time ₹ 42,00,000 - ₹ 70,00,000

    Business Development ExpertiseRole OverviewWe are seeking a driven Business Development Executive to drive B2B client acquisition, nurture leads, and unlock new opportunities across our growing markets.Identify and reach out to potential clients in need of recruitment solutionsBuild and manage a sales pipeline from lead generation to closing dealsConduct...

  • Chief Client Acquisition Specialist

    3 days ago

    Delhi, Delhi, India beBeeBusiness Full time ₹ 12,00,000 - ₹ 15,00,000

    Global Business Development OpportunityWe are seeking a highly motivated and proactive business development associate to drive client acquisition in the US financial services sector.This role involves managing a sales pipeline, nurturing leads, and offering services such as accounting, bookkeeping, auditing, and taxation to US clients.Main...

  • High Salary Manager PR

    4 weeks ago

    Delhi, Delhi, India Jajabor Brand Consultancy Full time

    Job DescriptionAbout The OpportunityWe are a toptier player in the Marketing & Communications sector, specializing in brand storytelling and integrated public relations solutions for a diverse portfolio of clients. Our mission is to craft compelling narratives that drive visibility, build trust, and enhance market presence across traditional and digital...

  • High Salary: Relationship Manager

    5 days ago

    Delhi, Delhi, India Manpower Full time

    Dear Connections,We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon.Role: RM-Customer Engagement (HNI/UHNI)Location: Delhi/ GurgaonExp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds...