Senior Client Relationship Executive

2 days ago


Chennai Coimbatore Chandigarh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
  • Objective:
    • To acquire, deepen and retain high net worth individuals (HNI) / ultra-high net worth individuals (UHNI) clients.
  • Skill Set:
    • Knowledge of Equity and Debt-based products, Loans
    • Exceptional Selling Skills, Soft Skills, and Knowledge of Financial Products
    • Deep knowledge of the capital market and all financial products to provide expert advice to clients
    • Ability to build AUM and client base as per defined targets
  • Experience:
    • Minimum 7 years of experience in Wealth Management/ Private Banking
    • Existing Relationship Manager - Wealth Management/Pvt Banker
  • Key Performance Indicators:
    • Send news and market-related inputs & reports to clients
    • Build AUM and client base as per target defined by company
  • Preferred Qualifications:
    • Having AUM of Min Rs. 50 Cr
  • Additional Information:
    • Generate revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services, AIF- Alternate Investment Firm, Equity Broking


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