Financial Relationship Builder

6 days ago


Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000
Senior Portfolio Manager

We are seeking a seasoned Relationship Manager - Wealth to join our team. As a key member of our wealth management group, you will be responsible for building and maintaining relationships with high net worth individuals.

Key Responsibilities:
  • Conduct in-depth client profiling to provide customized financial solutions, including debt, equity, mutual funds, structured, and real estate products.
  • Monitor and analyze client portfolios to ensure optimal performance and profitability.
  • Drive cross-selling initiatives and deepen relationships to enhance share of wallet.
  • Support marketing plans and business development strategies in the corporate/HNI space.
Qualifications:
  • Possess an MBA/PGDBA/PGPM or equivalent degree.
  • Hold AMFI/NISM certification as a minimum, IRDA certification is preferred.
Skills:
  • Expertise in wealth management and financial markets.
  • Proven client acquisition and relationship management skills.
  • Strong portfolio analysis and management skills.
  • Business development and cross-selling expertise.


  • Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job OverviewWe are seeking a skilled relationship builder to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with assigned financial partners.Main Responsibilities:Business Growth: Collaborate closely with assigned banks and wealth partners to drive business expansion in investment products such as...


  • Chennai, Tamil Nadu, India beBeeCustomer Full time US$ 60,000 - US$ 1,20,000

    Objective\We are looking for a highly skilled and experienced individual to fill the role of Branch Relationship Officer. The ideal candidate will have 1-3 years of experience in the BFSI industry.\Key Responsibilities\\Develop and maintain strong, productive relationships with existing customers to drive business growth.\Identify new business opportunities...


  • Chennai, Tamil Nadu, India beBeeEngagement Full time ₹ 1,44,00,000 - ₹ 2,16,00,000

    Account Management Professional">Job Summary:The role involves managing customer relationships, ensuring the delivery and demonstration of value proposition by leveraging industry best practices in BPM / ECM domain. This includes acting as a Single Point of Contact (SPOC) between customers and Newgen teams.Key Responsibilities:Manage named customers'...


  • Chennai, Tamil Nadu, India Financial Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description: Enriching Lives Winning as ONE ABC Company Info: Aditya Birla Capital Limited ("ABCL") is the holding company for the financial services businesses of the Aditya Birla Group. With subsidiaries/JVs that have a strong presence across Protecting, Investing and Financing solutions, ABCL is a financial solutions group that caters to the...


  • Chennai, Tamil Nadu, India beBeeMortgage Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Strategic Partnership SpecialistWe are seeking a highly skilled Strategic Partnership Specialist to drive strategic partnerships with real estate developers across the country.The successful candidate will support our sales team by identifying potential developers and projects, basis the availability of stock, opportunity for sale, collect requisite...


  • Chennai, Tamil Nadu, India HSBC Full time

    Job descriptionSome careers open more doors than others If youre looking for a career that will unlock new opportunities join HSBC and experience the possibilities Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further Wealth and...


  • Chennai, Tamil Nadu, India beBeeAnaplan Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Enterprise Anaplan Model BuilderWe are seeking a seasoned professional with expertise in building and configuring complex business models on the Anaplan platform. The ideal candidate will have a strong background in data analysis, technical problem-solving, and model optimization.The successful applicant will work closely with senior consultants...


  • Chennai, Tamil Nadu, India beBeeInvestment Full time

    Relationship Building ExpertWe are seeking an experienced Relationship Building Expert to lead our efforts in fostering strong client relationships.Develop and maintain effective connections with clients to understand their financial goals and provide tailored solutions.Identify new business opportunities and expand existing client relationships through...


  • Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 15,00,000

    Role Overview:We are seeking a seasoned professional to spearhead the development and management of key business relationships.About the Role:This is an exciting opportunity for a sales-driven individual to join our team in driving sales growth through strategic relationship-building and partnership development.Key Responsibilities:Establish and maintain...


  • Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Relationship Manager-Loan Against PropertyLocationMumbaiReporting RelationshipsLocation ManagerThe 'Loan Against Property (LAP)' Business vertical is the part of 'Secured Assets' division of the Consumer Bank.This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for...