Client Relationship Strategist

3 days ago


Rajkot, Gujarat, India beBeeManagement Full time ₹ 25,00,000 - ₹ 50,00,000
Job Title:

Relationship Manager

About the Role:

This is a dynamic and challenging opportunity to develop and manage client relationships, driving business growth and customer satisfaction.

Key Responsibilities:
  1. Develop and maintain strong relationships with high-net-worth individuals and ultra-high-net-worth individuals.
  2. Align clients' financial strategies to minimize risk, reduce costs, and optimize returns.
  3. Review and service client portfolios to deliver exceptional results.
  4. Acquire new clients through proactive marketing and relationship-building initiatives.
  5. Conduct market research and stay up-to-date with industry trends to enhance services.
  6. Collaborate with product teams to provide specialized advice and drive business outcomes.
Requirements:
  • Proven experience in client relationship management and portfolio servicing.
  • Strong understanding of wealth creation, risk management, tax planning, and estate planning.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:

A competitive compensation package, opportunities for professional growth and development, and a collaborative work environment that values innovation and excellence.



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