Financial Solutions Specialist

1 day ago


Bharatpur, Rajasthan, India beBeeInvestor Full time ₹ 12,00,000 - ₹ 25,00,000
Key Role Summary

We are seeking an experienced Financial Relationship Manager to take on a critical position within our organization.

About the Key Responsibilities:
  • Develop and maintain strategic partnerships with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.
  • Lead the development of targeted marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.
  • Cultivate strong relationships with current and potential investors, collaborating closely with Product teams to create tailored products for specific client needs.
  • Evaluate client credit profiles to propose customized financial solutions and facilitate transaction closures.
  • Ensure seamless onboarding processes for new corporates and family offices, guaranteeing efficient integration into our systems.
  • Maintain accurate client portfolio data, uploading it into relevant reporting systems and preparing custom internal reports for key stakeholders.
Essential Skills and Qualifications:
  • Minimum 3-8 years of experience in wealth management, preferably within a family office or corporate treasury environment.
  • In-depth understanding of family office requirements and debt product offerings is crucial for success.


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