
Strategic Relationship Builder
5 days ago
The main responsibility of this role is to acquire and service high net worth clients for a Private Client Group.
Achieve revenue targets through broking/trading and cross-selling third-party products.
Manage existing client books by applying deep market understanding and advanced strategies to increase book size and revenue.
Upsell opportunities to guide large customers to diversify their investment portfolios.
Understand client profiles and suggest portfolio/asset allocation.
Improve and maintain client activity ratios by activating clients across segments.
Coordinate with third-party product manufacturers and stakeholders.
Knowledge of equity/stocks/shares trading, risk, regulation, investments products - mutual funds, PMS, AIF, structured products.
Key skills include Private Client Group advisory, stock broking, equity trading/dealing, share trading dealing, wealth management.
-
Relationship Builder
6 hours ago
Delhi, Delhi, India beBeeAccountManager Full time ₹ 18,00,000 - ₹ 21,00,000Job Title: Relationship BuilderAbout the Role: We are seeking a highly skilled and experienced relationship builder to join our team. As a key account manager, you will be responsible for fostering strong relationships with clients and driving business growth through strategic partnerships.Key Responsibilities: • Develop and maintain relationships with key...
-
Financial Relationship Builder
4 days ago
Delhi NCR, Delhi, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000Job DescriptionWe are seeking an experienced Financial Relationship Builder to acquire new customers and grow our business. You will be responsible for developing strong relationships with clients, generating new business opportunities, and providing investment advisory services.You will:Acquire new customers and increase revenue through relationship...
-
Relationship Builder
5 days ago
Pune, Hyderabad / Secunderabad, Telangana, Delhi, India beBeeClientAcquisition Full time ₹ 5,00,000 - ₹ 10,00,000Job OpportunityWe are seeking a professional to join our team as a Relationship Builder.As a key member of our consumer banking group, you will play a vital role in acquiring new clients and building strong relationships with existing ones.Key Responsibilities:Acquire new accounts from the local marketSource salary accounts from corporate clientsActivate...
-
Strategic Relationship Builder
6 hours ago
Jaipur, Udaipur, Jodhpur, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000Key ResponsibilitiesDevelop and manage strategic banking and investment relationships with high net worth clients under priority programs.Diversify revenue streams by deepening existing client relationships and identifying new business opportunities.Maintain exceptional customer service standards to meet or exceed client expectations across the most valuable...
-
Strategic Relationship Builder
2 days ago
Delhi, Delhi, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000Job Summary We are seeking an experienced professional to build and maintain relationships with affluent clients, driving business growth through effective relationship management. The successful candidate will have excellent communication skills, be able to analyze customer needs and provide tailored solutions.
-
Potential Relationship Builder
3 days ago
Delhi, Delhi, India beBeeRelationship Full time ₹ 90,00,000 - ₹ 2,10,00,000Job Title: Potential Relationship BuilderThis role involves fostering partnerships with High Net Worth Individuals (HNIs) to comprehend their investment requirements and offer tailored solutions across various products including Debt, Equities, Mutual Funds, Fund-based Real Estate, and other investment options. The successful candidate will be responsible...
-
Strategic Business Partner
2 days ago
Jaipur, Ahmedabad, Delhi NCR, India beBeeInvestments Full time ₹ 8,00,000 - ₹ 12,00,000Strategic Business PartnerWe are seeking a seasoned Relationship Manager to join our team.The ideal candidate will possess exceptional communication and interpersonal skills, with the ability to build strong relationships with high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs).Key responsibilities include:Acquiring and servicing...
-
Strategic Relationship Builders
17 hours ago
Bengaluru / Bangalore, Ahmedabad, Cochin / Kochi / Ernakulam, India beBeeFinancialAdvisor Full time ₹ 12,00,000 - ₹ 36,00,000Wealth Management Professional">Key Responsibilities:Acquire, deepen and retain High Net Worth Individuals (HNIs) / Ultra High Net Worth Individuals (UHNIs) as clients.Generate revenue by promoting Mutual Funds, Portfolio Management Services, Alternate Investment Funds and Equity Broking services.Nurture strong relationships with clients through networking...
-
Relationship Manager
2 days ago
Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full timeWe are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.Key Responsibilities:Generating business through DSAs,...
-
Relationship Builder
3 days ago
Delhi, Delhi, India beBeeCustomerRelationship Full time ₹ 4,00,000 - ₹ 8,00,000About the RoleThis role involves managing client interactions across phone, email, and meetings to ensure a smooth onboarding process including KYC, documentation.Key Responsibilities:Client Onboarding: Ensure seamless integration of new clients into our system.Communication: Effectively communicate with clients to understand their needs and...