Strategic Relationship Manager

3 days ago


Jodhpur Jaipur Udaipur, India beBeeRelationships Full time ₹ 6,00,000 - ₹ 12,00,000
Key Responsibilities:

The primary objective of this role is to maintain and expand relationships with high net worth individuals, delivering exceptional service and driving business growth.

  • Maintain a deep understanding of clients' financial goals and objectives to develop tailored solutions that meet their needs.
  • Drive revenue growth through the sale of banking and investment products, leveraging relationships and market knowledge to identify new opportunities.
  • Provide expert advice on financial planning and investment strategies, ensuring clients achieve their long-term goals.

Business Development & Sales

  • Identify and pursue new business opportunities, developing and executing strategic plans to drive sales growth.
  • Develop and maintain strong relationships with key stakeholders, including senior management, colleagues, and external partners.
  • Steward client satisfaction, ensuring all interactions are professional, courteous, and responsive to client needs.

Customer Engagement

  • Engage regularly with high net worth clients, building trust and loyalty through exceptional service and proactive communication.
  • Develop and execute comprehensive client engagement strategies, aligning with business objectives and client goals.
  • Collaborate with cross-functional teams to deliver seamless client experiences, meeting or exceeding client expectations.

Investment Advisory

  • Deliver expert investment advice, providing personalized recommendations based on clients' unique circumstances and goals.
  • Develop and maintain in-depth knowledge of investment products and services, staying up-to-date on market trends and regulatory requirements.

Process Adherence & Compliance

  • Ensure accurate and timely recording of client interactions, sales activities, and other relevant data.
  • Develop and implement effective processes for managing risk and adhering to regulatory requirements.
  • Contribute to a culture of compliance, upholding high standards of integrity and transparency in all interactions.


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