Elite Client Advisor

2 days ago

Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 14,40,000 - ₹ 21,60,000
High Net Worth Relationship Manager

Job Description:

We are seeking a skilled and experienced High Net Worth Relationship Manager to join our team. As a key member of our sales force, you will be responsible for developing and maintaining relationships with high net worth individuals, identifying opportunities to grow their portfolios, and providing personalized service to meet their financial needs.

Key Responsibilities:

  • Develop and implement sales strategies to acquire new high net worth clients and expand existing relationships.
  • Conduct in-depth profiling of clients to identify opportunities and match them with suitable investment products and solutions.
  • Generate business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
  • Formulate and implement sales plans to acquire new high net worth clients and increase the customer base.
  • Navigate through complex challenges to seamlessly align service delivery and enhance client experience.
  • Use investment expertise to conduct client portfolio reviews and showcase products as per client requirements.

Requirements:

  • Aptitude to deliver high quality customer service by using organizational and interpersonal skills.
  • Decision making skills with strong sense of ownership.
  • Ability to work under pressure.
  • Experience in building and maintaining high net worth customer relationships.

Benefits:

This is an excellent opportunity to join a dynamic and growing organization and to take on a challenging role that requires strong sales and interpersonal skills. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.

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