High Net Worth Relationship Strategist

14 hours ago


Mumbai, Maharashtra, India Leading Bank Full time

About this Role:

We are seeking a highly skilled High Net Worth Relationship Strategist to join our team at Leading Bank.

Job Summary:

The ideal candidate will have experience in wealth management and be able to build strong relationships with affluent clients. They will be responsible for acquiring, retaining, and deepening portfolios to maximize sales performance and achieve revenue targets.

Key Responsibilities:

  • Act as a dedicated single point of contact/trusted advisor for 80-100 affluent/HNWI client relationships
  • Review individual account relationships to determine the banking and investment needs of clients
  • Identify the risk profile of the customer and offer tailored wealth management solutions
  • Participate in the development of new products/services matched to client needs

Requirements:

To succeed in this role, you will need:

  • Strong Customer Relationship Management skills
  • Able to acquire clients around specific product offerings
  • Strong verbal and structured communication skills
  • Knowledge of available products and ability to coordinate with product/investment/advisory/research groups

Compensation:

The estimated salary for this role is ₹1,200,000 - ₹1,800,000 per annum, depending on experience.

Benefits:

This role offers a comprehensive benefits package, including medical insurance, retirement savings plan, and opportunities for career growth and professional development.



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