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Wealth Solutions Specialist

3 weeks ago


Alwar, Rajasthan, India beBeeBanking Full time ₹ 18,00,000 - ₹ 25,50,000
About the Opportunity

We are seeking an accomplished Banking Specialist to take on this instrumental role. In this position, you will be responsible for acquiring High Net Worth Individual (HNI) and Ultra HNI clients and building long-term relationships with the bank.

Responsibilities:

  • Acquire new banking clients and grow existing relationships through wealth solutions such as Asset Under Management (AUM), Alternative Investment Funds (AIF), and Mutual Fund products.
  • Nurture and manage end-to-end customer relationships, ensuring all banking needs are fulfilled through wealth solutions provided by the bank.

Requirements:

  • A strong understanding of wealth management products and a deep client base in the Banking & Financial domain.
  • 10+ years of experience in Relationship Management, Branch Management, or Regional Heads roles within the Banking & Financial sector.

Skillset:

  • Wealth Management expertise
  • Client relationship management
  • Business development and acquisition

We value:

  • Strategic thinkers who can drive business growth and development
  • Motivated individuals who can build long-lasting relationships

In this role, you will have:

  • Opportunities to work with diverse client base
  • The chance to develop your skills and expertise in Wealth Management