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Senior Financial Strategist

2 weeks ago

Pune, Maharashtra, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Key Role: Relationship Manager

The ultimate point of contact with clients, the Relationship Manager plays a pivotal role in acquiring and managing High Net Worth relationships. This key position involves delivering exceptional service standards to foster strong ties with clients.

We seek a skilled professional to join our team as a Relationship Manager. The successful candidate will be responsible for designing & implementing financial plans for clients and ensuring they receive expert advice.

Main Responsibilities:

  • Acquire preferred clients (Affluent & Super Affluent).
  • Maintain client relationships and generate AUM from preferred clients.
  • Advise Affluent & Super Affluent clients on their investments and manage their overall financial portfolio.
  • Deepen wallet share from existing clients.
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
  • Research and update themselves on available investment opportunities/financial market trends.
  • Coordinate with product and research teams for taking investment decisions.
  • Organize seminars, workshops, and business development activities.

Qualifications:

  • Experience in Private Wealth Management or a related field.

This is a critical role that requires exceptional interpersonal and communication skills. If you have experience working with affluent individuals and possess a passion for delivering outstanding service, we encourage you to apply.