High Net Worth Relationship Manager

3 days ago


Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000
Relationship Manager - High Net Worth">

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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