Senior Financial Strategist

23 hours ago

Jaipur Vadodara Delhi NCR, India beBeeRelationshipManager Full time ₹ 15,00,000 - ₹ 28,00,000

The Financial Services Industry is evolving at a rapid pace, and we are seeking a seasoned professional to lead the way as our Relationship Manager.

Reporting directly to the Leadership Team, you will be responsible for acquiring high-net-worth relationships and managing & retaining such relationships by delivering exceptional standards of service. Your primary goal will be to establish strong ties with your clients by designing & implementing their financial plans; and then ensuring they receive and execute on the right advice.

To excel in this role, you will need:

  • A minimum of 3-4 years of experience working in a Private Bank/Wealth Management setup.
  • A proven track record of selling complex financial products such as Mutual Funds, PMS, and Structured Products.
  • The ability to handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
  • Strong analytical skills and the ability to work effectively in teams.

Your key responsibilities will include:

  • Acquiring new preferred clients (affluent & super affluent) and maintaining existing relationships to generate AUM from these clients.
  • Advising affluent & super affluent clients on their investments and managing their overall financial portfolio to deepen their wallet.
  • Researching and staying up-to-date on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
  • Coordinating with product and research teams to take informed investment decisions for clients.
  • Conducting seminars, workshops, and other business development activities to drive growth.

In return for your expertise and dedication, you can expect:

  • A competitive salary package
  • Ongoing training and professional development
  • The opportunity to work with a dynamic team
  • A challenging and rewarding role that makes a real impact

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