Client Relationship Builder

20 hours ago

Pune, Maharashtra, India beBeeClientRelationship Full time ₹ 18,00,000 - ₹ 25,00,000

Job Title: Client Relationship Builder

About the Role

This position is designed for a 3-month training program aimed at developing skills in high-end wealth advisory and client acquisition strategies. The selected candidate will be equipped to engage with High Net Worth Individual (HNI) / Ultra High Net Worth Individual (UHNI) clients, build lasting relationships, and drive business growth.

Key Responsibilities
  • To identify and acquire new clients through referrals, events, and networking.
  • Promote and explain investment products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and fixed income products.
  • Understand client requirements and risk profiles to support suitable financial product recommendations.
What You'll Gain
  • A structured training program in wealth advisory and client acquisition strategies.
  • Practical exposure to HNI/UHNI relationship management.
  • Mentorship from experienced professionals in wealth management.

To be eligible, you should be a final-year MBA/PGDM student (Finance/Marketing/Business Administration preferred). Having a basic understanding of mutual funds, wealth management, or private banking is an advantage. NISM-Series V-A (Mutual Fund Distributors) certification is preferred, while additional certifications like X-A/X-B, CFP, CWM are a plus.

Required Skills and Qualifications

Basic knowledge of mutual funds, wealth management, or private banking; final-year MBA/PGDM student (Finance/Marketing/Business Administration preferred); NISM-Series V-A (Mutual Fund Distributors) certification preferred; additional certifications like X-A/X-B, CFP, CWM are a plus.

Benefits

You'll gain structured training in wealth advisory and client acquisition strategies, practical exposure to HNI/UHNI relationship management, and one-on-one mentorship from seasoned professionals in wealth management.

  • Relationship Builder

    3 days ago

    Pune, Maharashtra, India beBeeRelationshipBuilding Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title: Relationship BuilderWe are seeking a skilled professional to join our team as a Relationship Builder. This role requires the ability to identify and maintain relationships with existing and prospective clients, vendors, manufacturers, etc.The ideal candidate will have a strong understanding of business development strategies and be able to...

  • Client Relationship Specialist

    21 hours ago

    Pune, Maharashtra, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 12,00,000

    Client Relationship SpecialistWe are seeking a skilled Client Relationship Specialist to join our team. As a key member of our organization, you will play a pivotal role in building and maintaining strong relationships with clients to drive business growth.Key Responsibilities:Meet with clients to understand their needs and preferencesAssist customers in...

  • Client Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India TECEZE Full time

    Job Title: Client Relationship Manager / Key Account Manager Location: Pune Department: Customer Success Reports To: Head of Account Management Role Overview: We are looking for a highly driven and experienced Client Relationship Manager / Key Account Manager with 5+ years of expertise in managing strategic enterprise accounts. The ideal candidate will...

  • Client Relationship Professional

    1 day ago

    Pune, Maharashtra, India beBeeEngagement Full time ₹ 90,00,000 - ₹ 1,40,00,000

    About Engagement ManagersWe transform the way client relationships are managed for mutual benefits.The world's best-run learning functions across various sectors trust us with their needs assessment and solution delivery.As an Engagement Manager, you will support senior leadership in the growth of sales to clients.Key Responsibilities:Support senior leaders...

  • Client Relationship Executive

    4 days ago

    Pune, Maharashtra, India Rishabh Gandhi and Advocates Full time

    Job Title: Client Relationship Executive / Business Development ExecutiveLocation: Pune, IndiaPQE: 1+yearsJob Description:We are seeking a proactive and dynamic Client Relationship Executive / Business Development Executive to join our esteemed law firm in Pune. The ideal candidate will have a strong background in business development, exceptional client...

  • Client Relationship Executive

    1 day ago

    Pune, Maharashtra, India Rishabh Gandhi and Advocates Full time

    Job Title: Client Relationship Executive / Business Development Executive Location: Pune, India PQE: 1+years Job Description: We are seeking a proactive and dynamic Client Relationship Executive / Business Development Executive to join our esteemed law firm in Pune. The ideal candidate will have a strong background in business development, exceptional...

  • Client Partner

    3 weeks ago

    Pune, Maharashtra, India Coforge Full time

    Job Title: Client Partner for Manufacturing /CPGSkills: Client Relationship Management, Strategic Sales Expertise, Industry Exp in Manufacturing & CPG, Negotiation, Account GrowthExperience: 12+ yearsLocation: Pune, IndiaJob Summery:Coforge is looking for a dynamic and results-driven Client Partner to lead and manage a global customer account in the...

  • Client Partner

    1 week ago

    Pune, Maharashtra, India Coforge Full time

    Job Title: Client Partner for Manufacturing /CPG Skills: Client Relationship Management, Strategic Sales Expertise, Industry Exp in Manufacturing & CPG, Negotiation, Account Growth Experience: 12+ years Location: Pune, India Job Summery: Coforge is looking for a dynamic and results-driven Client Partner to lead and manage a global customer account in...

  • Client Relationship Executive

    3 days ago

    Pune, Maharashtra, India Chaitanyahr Consultancy Full time

    Job DescriptionRoles and Responsibilities :- Planning and delivering CRM strategies across the organisation- Addressing customer concerns and complaints.- Coordinating with the sales team.- Co-ordinate with dealers and distributors about the booking of order/delivery/payment.- Create plans to address clients business needs.- Generating Sales reports...

  • Anaplan Model Builder

    1 day ago

    Pune, Maharashtra, India ITC Infotech Full time

    Anaplan Model BuilderLocation: PuneModel: HybridJob DescriotionAn Anaplan Model Builder designs, builds, and maintains Anaplan models to support business planning and forecasting. They work with various teams to understand business needs and translate them into functional models, ensuring data accuracy and model integrity. The role also involves providing...