High Net Worth Relationship Specialist

3 days ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000

Job Overview:

We are seeking a highly skilled and experienced High Net Worth Relationship Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service and building long-term relationships with high net worth individuals.

Your primary objective will be to acquire, enhance, and retain existing relationships while acquiring new ones. You will work closely with our portfolio managers and other teams to ensure seamless execution of business strategies.

Key Responsibilities:
  • Liaise with portfolio managers to identify eligible customers for the Preferred programme.
  • Acquire new customers who meet product criteria and provide them with personalized services to build rapport and understand their profiles.
  • Maintain the overall quality and hygiene parameters of the portfolio, ensuring that all documentation is error-free and adheres to KYC and AML norms.
  • Cross-sell products based on customer needs, providing advisory services in coordination with the relevant teams.
  • Achieve monthly and yearly revenue targets by identifying opportunities to increase wallet share and upsell/cross-sell products.
Required Skills and Qualifications:
  • Graduation or post-graduation degree from a recognized institution.
  • AMFI, IRDA, and NCFM certifications (optional).
  • Proven track record of 2-6 years in portfolio management, preferably in a similar role.
  • Strong communication, planning, and organizing skills, with the ability to work independently and as part of a team.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A collaborative and dynamic work environment.

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