Strategic Client Growth Specialist

4 days ago

Ludhiana, Punjab, India beBeeRelationshipManager Full time ₹ 1,20,00,000 - ₹ 2,40,00,000

Our goal is to make wealth creation accessible and straightforward for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).

We strive to provide a transparent, data-driven, and objective approach to financial success, specializing in wealth growth, risk management, tax planning, and estate planning.

Certified as a 'Great Place to Work,' we foster a culture of trust, collaboration, and excellence. With numerous locations across India and an international office, we empower clients globally to make informed investment decisions.

Key responsibilities include:

  • Developing and managing client relationships to enhance and acquire more Assets Under Management (AUM)
  • Aligning AUM with clients' Financial Strategies to minimize Risk, Cost, and Tax while maximizing desired returns and Volatility of the portfolio
  • Reviewing and servicing portfolios to create a wow experience for clients
  • Onboarding new relationships and clients acquisition
  • Conducting marketing activities to increase the number of clients managed
  • Continuously learning new skills and knowledge to better service clients
  • Maintaining full ethics in providing services and analysis
  • Collaborating closely with product teams for delivering specialized advice

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