Customer Relationship Development Specialist

4 days ago


Delhi, Delhi, India beBeeRelationship Full time ₹ 60,00,000 - ₹ 1,20,00,000

We are seeking a key individual to fill the role of Relationship Manager. This position involves building and maintaining strong relationships with high net worth individuals (HNI) and ultra-high net worth individuals (UHNI).

Key Responsibilities:
  • Bespoke sales approach for UHNI clients as per assigned database
  • Generate fresh leads through referrals to enhance clientele
  • Acquire UHNI clients and maintain regular contact with all mapped clients
  • Provide expert advice on asset allocation to customize approach for focused selling
  • Profile customers and offer financial products to meet customer needs
  • Achieve business targets in terms of upselling client products, enhancing and upgrading client net worth relationships

The ideal candidate will possess 4+ years of experience in a similar industry, preferably certified in NISM VA and NISM XXIA. In-depth knowledge of the Mutual Funds Market is also essential.

We offer a competitive salary package and opportunities for career growth. If you have a proven track record of success in relationship building, we encourage you to apply.



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