High Net Worth Relationship Manager

2 days ago


Kota, Rajasthan, India beBeeWealth Full time ₹ 15,00,000

As a Relationship Manager, you will play a pivotal role in building and maintaining strong relationships with high net worth individuals.

About the Role

This is an exciting opportunity to work with clients who require customized financial solutions.

  • You will be responsible for analyzing client portfolios, identifying areas for improvement, and providing tailored advice to enhance their financial well-being.
  • Drive business growth by developing and implementing effective cross-selling strategies that deepen client relationships.
Key Responsibilities
  • Aquire and manage HNI clients to ensure seamless service delivery.
  • Conduct thorough client profiling to offer suitable financial products that meet their unique needs.
  • Manage and analyze client portfolios to optimize performance and profitability.
  • Develop and execute targeted marketing campaigns to increase brand awareness and attract new clients.
  • Support sales teams in driving revenue growth through strategic partnerships and collaborations.
Qualifications
  • Bachelor's degree in Business Administration or related field.
  • Relevant certifications such as AMFI/NISM or IRDA would be an added advantage.

Are you passionate about delivering exceptional customer service and driving business growth? If yes, then this role is perfect for you



  • Kota, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Role OverviewA Private Banker is a key position in wealth management, responsible for building long-lasting relationships with high net worth individuals and ultra-high net worth individuals.

  • Portfolio Manager

    3 days ago


    Kota, Rajasthan, India beBeeWealthManager Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Job DescriptionAs a seasoned professional, you will play a pivotal role in managing the financial portfolios of affluent and high net worth clients. Your primary objective will be to acquire new clients and maintain strong relationships with existing ones.Key responsibilities include:Identifying and acquiring high net worth clients through strategic...


  • Kota, Rajasthan, India beBeeRelationship Full time US$ 1,00,000 - US$ 1,20,000

    Role Description:We are seeking an experienced and well-connected relationship manager to support our capital raising efforts for real estate ventures.This role is ideal for someone with direct contact to high-net-worth individuals, family offices, and private investors who can facilitate introductions and help secure funding for select opportunities.The...


  • Kota, Rajasthan, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000

    Job Role: Financial AdvisorWe are seeking a highly skilled Financial Planner to lead our wealth management team.Key Responsibilities:Broaden and deepen relationships with high net worth clients.Develop tailored wealth management solutions based on client needs and goals.Conduct thorough reviews to identify personal and financial requirements of...


  • Kota, Rajasthan, India beBeeTraining Full time ₹ 1,20,00,000 - ₹ 1,80,00,000

    Job DescriptionAs a Product Trainer – Wealth Products, you will be responsible for empowering new Relationship Managers to excel in their roles. Your key objective will be to deliver comprehensive training sessions on wealth management products and solutions tailored for High Net-Worth Individuals (HNIs) and institutional clients.You will provide...


  • Kota, Rajasthan, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Client Relationship ManagerWe are seeking a skilled Client Relationship Manager to join our team.Job Description:The ideal candidate will be responsible for managing and nurturing relationships with clients, addressing customer inquiries, providing high-quality customer service, and facilitating communications between the company and its clients.Key...


  • Kota, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job Title: Portfolio ManagerKey Responsibilities:Manage investment portfolios to achieve optimal returns for clients.Develop and implement investment strategies in line with client objectives.Analyze market trends and make informed investment decisions.Requirements:Bachelor's degree in finance, accounting, or a related field.Professional certifications such...


  • Kota, Rajasthan, India beBeeCSharpDeveloper Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job TitleTechnical Lead - .NET DevelopmentOverview:We are seeking a seasoned .NET Technical Lead to spearhead the development of web applications utilizing .NET Framework/Core and C#.Develop, maintain, and optimize complex web applications using Design and implement unit tests using frameworks such as xUnit or MS Test.Collaborate with cross-functional teams...


  • Kota, Rajasthan, India beBeeLuxurySales Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Executive Leadership Opportunity:">About the Role:">We are seeking a seasoned sales professional to lead luxury real estate sales in high-value markets. The ideal candidate will possess a deep understanding of the luxury resale market and a strong network of high-net-worth individuals.">Identify and manage relationships with high-value clients, focusing on...


  • Kota, Rajasthan, India beBeeBackendDeveloper Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Job Title: Senior .Net DeveloperWe are looking for talented software engineers to join our development team. As a key member, you will play an important role in supporting the expansion of our digital media platforms.About the Role:The ideal candidate will have expertise in .NET 5/.NET Framework, REST APIs, multithreading, NoSQL databases, and...