Relationship Director

5 days ago

Guntur, Andhra Pradesh, India beBeeClient Full time ₹ 1,80,00,000 - ₹ 2,00,00,000
Job Overview

We are seeking a seasoned professional to lead client partnerships and foster lasting relationships with high net worth individuals (HNI) and family offices.

The ideal candidate will possess a strong background in wealth management, PMS/AIF advisory, or private banking, with expertise in managing HNI/UHNI relationships, particularly with younger or tech-savvy clients.

This role requires effective communication of investment strategies, including our personalized approach, goal-focused objectives, and AI-driven insights.

The successful candidate will gather structured client feedback and collaborate cross-functionally with the product and quant teams to shape product direction.

Utilizing cutting-edge tools, such as AI agents and CRM software, is essential for success in this position.

Key Responsibilities:
  • Lead business development and consultative sales efforts targeting HNI/UHNI investors and family offices
  • Oversee the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building
  • Communicate investment strategies clearly, emphasizing our personalized approach, goal-focused objectives, and AI-driven insights
  • Gather structured client feedback and work collaboratively with the product and quant teams to inform product direction
  • Leverage advanced tools, such as AI agents and CRM software

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