Client Growth Manager

2 days ago

Bengaluru, Karnataka, India beBeeGrowth Full time ₹ 37,50,000 - ₹ 52,50,000

About Client Growth

At our organization, we seek a Client Growth professional who will excel in relationship management and portfolio growth. This role is ideal for individuals with expertise in sales or advisory roles within financial services.

We are looking for someone to manage client relationships, deepen engagement, increase Assets Under Management (AUM), and ensure clients stay informed about their portfolio performance and market trends.

  • Manage a portfolio of 80-100 clients with a current aggregate AUM of ₹100-150 Cr, with the potential to scale up to ₹300-350 Cr
  • Conduct quarterly video reviews with each client to discuss their portfolio performance, benchmark comparisons, and address any queries
  • Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
  • Drive portfolio growth by initiating Systematic Investment Plans (SIPs) and securing additional capital commitments to expand client wallet share
  • Analyze client portfolios and recommend optimization strategies in line with our investment philosophy

Requirements:

  • Minimum 4 years of experience in sales or advisory roles within financial services like banks, NBFCs & AMCs
  • Good academic credentials such as an MBA from a top B-school, CFA Level 2/3, or CA
  • Excellent communication skills
  • Strong alignment towards sales and client relationship management
  • Deep knowledge of financial markets and investment products like Mutual Funds, Portfolio Management Services (PMS) & Alternate Investment Funds (AIF)
  • Ability to explain complex investment methodology to clients in simple terms
  • High ownership and strong stakeholder management skills (both internal and external)

To succeed in this role, you should bring a high level of energy and enthusiasm, dedication to achieving outstanding results, ability to thrive in a team-oriented environment, openness to change, embracing challenges, continuously seeking opportunities for growth and development, and fresh perspectives and innovative thinking to solve problems.

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