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Delhi NCR Delhi, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000
Wealth Relationship Manager

Key Responsibilities:

  • Manage the banking and investment relationships of high net worth, non-resident Indian, and ultra-high net worth individual clients.
  • Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations.
  • Identify current and potential relationships with additional revenue potential and drive growth.

Sales & Business Development:

  • Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, foreign exchange, and cards.
  • Proactively sell the full range of consumer and commercial banking products to mapped and potential high net worth/non-resident Indian clients.
  • Drive higher product and channel penetration to deepen client relationships and increase wallet share.

Portfolio Quality & Engagement:

  • Maintain and improve portfolio quality through regular engagement and relationship monitoring.
  • Ensure relationships are aligned with desired value parameters and bank objectives.

Investment Advisory:

  • Conduct financial planning and offer investment advisory services to high net worth/non-resident Indian clients.
  • Analyze client needs and recommend suitable investment products.
  • Drive fee-based income through products like mutual funds, investments, and insurance.

What We Offer:

  • A dynamic work environment that fosters growth and development.
  • The opportunity to work with a diverse range of clients and products.
  • A competitive compensation package and benefits.

About Us:

We are a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions.