Wealth Management: Relationship Manager

We are Billion BaseCamp.

We help affluent Indian families in managing their global taxes, and everything money.

Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs.

We are hiring multiple Relationship Managers.

This role provides an amazing opportunity to closely work with some of the most successful Indians worldwide to help them manage their finances.

Who you are

MBA Finance / CA (including semi-qualified)/CS/ Graduate from a reputed college

Up to 5 years of experience in any finance related domain. Freshers can apply with confidence.

Possess high aptitude

Diligent and proactive

What would you do

Client onboarding

Understanding and analysing client's finances

Managing post onboarding client engagement

Complete multiple tasks assigned by multiple clients

Collaborate with tax, wealth planning, and investment teams to provide effective and timely solutions to the clients

Follow up with clients on regular basis and ensure completion of deliverables

Pitch and present company's products and services among prospects, and existing clients

Timely reporting to your Reporting Manager

We're looking for driven individuals who can excel in a high growth environment.

Work Model: Work From Home (After initial training period in Pune)

Job Type: Regular - Full time

Please send your CVs to [Confidential Information]