Strategic Client Partnership Manager

7 hours ago

Rajahmundry, Andhra Pradesh, India beBeePartnership Full time ₹ 1,80,00,000 - ₹ 2,30,00,000

We're seeking a visionary leader to champion our client relationships and drive business growth.

Key Responsibilities
  • Develop and execute a strategic sales plan to engage with high net worth individuals and family offices.
  • Owning the end-to-end client journey, from sale to relationship building and portfolio discussions.
  • Communicate complex investment strategies clearly, leveraging internal expertise when required.
  • Collect structured client feedback and collaborate with cross-functional teams to inform product direction.
Requirements
  • A minimum of 5 years' experience in wealth management, PMS/AIF advisory, or private banking.
  • A strong academic background from reputable institutions and willingness to pursue the NISM Series XXI-B (Portfolio Managers) certification.
  • Demonstrated success in managing high net worth individual relationships, particularly younger or tech-savvy clients.
  • An AI-native mindset, prioritizing productivity, ownership, and action-oriented decision-making.
Benefits
  • Competitive compensation package.
  • Access to our employee-only investment fund.
Culture

We operate as a high-performance sports team, focused on solving user problems and driving innovation.

We value radical candor, kindness, and a willingness to adapt when facts change.

Talent density is key; we prefer to hire one exceptional individual over multiple average candidates.

Pride in craftsmanship and a commitment to excellence are essential to our team's success.

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