Wealth Manager

4 days ago

Pune, Maharashtra, India beBeePrivateBanker Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

About this Role

This is an exciting opportunity to play a key role in the growth and success of our Private Banking business.

As a seasoned professional, you will be responsible for building and maintaining relationships with high net worth individuals, identifying their financial needs and providing tailored solutions to meet those needs.

Your primary focus will be on selling Investment & Insurance products to Private Banking clients, generating fee income and driving business growth.

Key Responsibilities:

  • Acquire new Private Clients and nurture existing relationships to achieve sales targets.
  • Develop and maintain a deep understanding of Wealth Management products and services, staying up-to-date with market trends and competitor activity.
  • Collaborate with internal stakeholders to deliver exceptional customer experiences, exceeding client expectations and building long-term loyalty.

Requirements:

To succeed in this role, you will need:

  • A strong background in Wealth Management, with experience working with high net worth individuals.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • A proven track record of sales success, with a keen eye for opportunity and a drive to achieve results.

We are looking for a talented and motivated individual who is passionate about delivering outstanding results and making a real difference in the lives of our clients. If you have a strong work ethic, a positive attitude and a desire to succeed, we would love to hear from you.

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