
High Net Worth Relationship Manager
3 days ago
We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.
- Responsible for establishing strong ties with high net worth individuals by designing and implementing their financial plans.
- Identify and acquire new clients with a minimum investment amount of Rs 25 Lakhs and above.
- Maintain client relationships, generate assets under management from high net worth clients, and advise on investments and overall financial portfolio.
- Research and update clients on available investment opportunities and market trends.
The ideal candidate will possess an MBA/PGDM or graduate degree in finance/marketing, with expertise in financial planning and wealth management.
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High Net Worth Relationship Manager
1 day ago
Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...
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Senior High Net Worth Relationship Manager
22 hours ago
Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 1,00,00,000 - ₹ 2,50,00,000Job Title: Senior High Net Worth Relationship Manager">Job DescriptionWe are seeking an experienced and skilled relationship manager to develop and expand existing high net worth customer relationships.The successful candidate will be responsible for:Developing new and expanding existing high net worth customer relationships for liabilities and commercial...
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High Net Worth Sales Leader
2 days ago
Navi Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 12,00,000 - ₹ 36,00,000Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...
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High Net Worth Business Developer
1 day ago
Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 40,00,000 - ₹ 50,00,000Business Development Professional - High Net Worth ClientsRole OverviewWe are seeking a seasoned business development professional to acquire and manage high net worth individual (HNI) and ultra HNI clients across various market segments.Key Responsibilities:Acquire new HNI and ultra HNI clients through strategic relationships and revenue generation...
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High Net Worth Banking Leader
4 days ago
Mumbai, Maharashtra, India beBeeRelationship Full timeKey Responsibilities :As Relationship Banking Head, you will be responsible for leading a team of Relationship Managers in the High Net Worth (HNW) channel.The primary goal is to drive business growth through acquisition and retention of high-value customers while ensuring the team meets their sales targets. Key Areas of Responsibility :Strategic Planning :...
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Mumbai, Maharashtra, India beBeeWealth Full time ₹ 22,00,000 - ₹ 2,20,00,000Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...
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High Net Worth Portfolio Advisor
1 day ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,01,00,000As a seasoned financial advisor, you will play a pivotal role in managing and growing a portfolio of high net worth clients by providing expert investment guidance, strategic wealth planning, and tailored financial solutions.Key Responsibilities:Establish and maintain strong, long-lasting relationships with high net worth clientsOffer authoritative advice on...
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High Net Worth Client Portfolio Manager
23 hours ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Senior Wealth Manager RoleA highly skilled and accomplished wealth management professional is required to deliver comprehensive wealth solutions to high-net-worth individuals.Key Responsibilities:Prospect, acquire and retain high-value clientele through strategic engagement and relationship building.Design and recommend bespoke financial strategies aligned...
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High Net Worth Client Advisor
7 days ago
Mumbai, Maharashtra, India beBeeRelationship Full timeKey Responsibilities of Relationship Manager Include:Providing financial solutions to customers while maintaining high service standardsMaintaining complete customer profiles, including risk assessment and demographic dataEnhancing customer relationships through engagement activitiesCross-selling bank products and services to deepen existing...
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Executive Relationship Manager
2 days ago
Mumbai, Maharashtra, India beBeeLeader Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job DescriptionUnlock new opportunities with a career that offers growth and development. Whether you aspire to lead or make a significant impact, this role provides the platform to achieve your goals.Wealth management is a dynamic field that requires skilled professionals who can serve clients across the spectrum of private wealth. This includes individuals...