Senior Relationship Manager

1 week ago


Ahmedabad Cochin Kochi Ernakulam Delhi NCR, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Private Banking/Wealth Management Role

We are seeking experienced Relationship Managers to join our team. The successful candidate will be responsible for acquiring, deepening and retaining relationships with High Net Worth (HNI) and Ultra HNI clients.

Key Responsibilities:
  • Developing and maintaining strong relationships with HNI and UHNI clients.
  • Generating revenue by effectively promoting and selling a range of financial products.
  • Networking and cultivating strong relationships with clients to understand their financial needs and objectives.
  • Providing sound investment advice based on in-depth knowledge of capital markets and all financial products.
  • Building Assets Under Management (AUM) and expanding the client base as per company-defined targets.
Required Skills and Qualifications:
  • Exceptional Selling Skills and strong Soft Skills.
  • In-depth knowledge of Equity and Debt-based products, and Loans.
  • Deep knowledge of capital markets and all financial products for accurate advice.
  • Proficiency in Wealth Management, Relationship Management, Investment Advisory, and Portfolio Management.
  • Expertise in selling financial products such as Mutual Funds, PMS, AIF, and Equity.
Benefits:
  • Opportunity to work with a dynamic team.
  • Competitive salary and benefits package.
  • Professional growth and development opportunities.


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