Unlock Your Potential as a Senior Client Relationship Manager

3 days ago


Chennai Bengaluru Bangalore Pune, India beBeeClient Full time
Senior Client Relationship Manager - Wealth Advisory
  • Acquire and handle high net worth clients for private wealth management services, focusing on portfolio growth and revenue generation.
  • Provide expert advice to clients on investments in equity, derivatives, currency, and commodity markets.
  • Cross-sell third-party financial products, such as mutual funds, portfolio management services, and alternate investment funds.
  • Respond to client queries and complaints, resolving them efficiently within the designated timeframe.
  • Apply advanced market knowledge and strategies to increase portfolio value and revenue.
  • Conduct thorough reviews of clients' financial requirements, analyzing information, and recommending tailored portfolios.
  • Enhance advisor skills through regular call tracking, target setting, and team meetings.
  • Collaborate with third-party product manufacturers and stakeholders to ensure seamless service delivery.
  • Develop in-depth knowledge of equity trading, advisory services, risk management, regulations, and various investment products.

Key Requirements:

  • Proven track record of managing high net worth client relationships.
  • Strong understanding of investment products and markets.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and meet deadlines.
  • Knowledge of risk management principles and regulatory requirements.

What We Offer:

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • A collaborative and dynamic work environment.

How To Apply:

Please submit your application, including your resume and a cover letter, to [insert contact details].



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