Senior Wealth Manager

6 days ago


India beBeeAffluent Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Opportunities in Wealth Management

We are seeking a seasoned professional with expertise in portfolio management and relationship building to join our organization.

Responsibilities:
  • Develop and manage high-value investment portfolios for affluent clients.
  • Identify and cultivate new business opportunities for liabilities growth.
  • Enhance client satisfaction by cross-selling bank products and services.
  • Communicate product updates and enhancements to clients.
  • Plan and execute targeted sales initiatives and events.
Requirements:
  • Possession of relevant certifications such as NISM IRDA AMFI is mandatory.
  • Excellent verbal and written communication skills, along with effective presentation abilities.
  • Strong decision-making skills, coupled with an ability to understand customer needs.
  • A minimum of 10 years of experience in portfolio management and relationship development.
  • A proven track record in banking and NBFC sectors, preferably at AVP/DVP grade.

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