Elite Financial Services Professional

2 weeks ago

Hyderabad, Telangana, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 3,00,00,000
Job Title: Relationship Manager

We are seeking a seasoned Relationship Manager to join our team.

Key Responsibilities:
  • Acquire and manage high net worth relationships by delivering exceptional service standards.
  • Establish strong ties with clients through customized financial planning and advice.
  • Ensure clients receive tailored solutions to meet their investment goals.
Required Skills and Qualifications:
  • Proven experience in relationship management within a Private Bank or Wealth Management setup.
  • Skill in selling mutual funds, PMS, and structured products.
  • Ability to handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
  • Expertise in advising clients across various asset classes.
  • Strong analytical skills and ability to work effectively in teams.
  • Candidates with good vintage in their present and previous companies (at least 3-4 yrs of stability).
Benefits:
  • Maintain client relationships and generate AUM from preferred clients.
  • Advising affluent and super-affluent clients on their investments and managing their overall financial portfolio.
  • Deepening the wallet from existing clients.
  • Track the affluent and super-affluent client segment in the market for new client acquisition.
Others:
  • Research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
  • Coordinate with product and research teams for taking investment decisions for clients.
  • Conduct and assist in organizing seminars, workshops, and other business development activities.

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