High Net Worth Client Relationship Manager

4 days ago

Gandhinagar Jaipur, India beBeeRelationship Full time US$ 60,000 - US$ 1,20,000

Job Summary:

We are seeking a seasoned Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing complex client relationships and driving business growth through strategic relationship development.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain strong relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs), identifying opportunities to increase revenue and drive business growth.
  • Business Development: Identify and pursue new business opportunities, building on existing relationships and leveraging your expertise to expand our market share.
  • Sales and Revenue Growth: Meet or exceed sales targets by selling a range of consumer and commercial products to HNIs and NRIs, including investments, liabilities, retail assets, business banking, forex, and cards.
  • Financial Planning and Investment Advisory: Provide financial planning and investment advisory services to HNI and NRI clients, analyzing their needs and proposing suitable products.
  • Relationship Management: Regularly engage with each mapped relationship to ensure portfolio quality, maintain desired relationship values, and deepen customer connections.

Requirements:

  • Qualifications: Bachelor's degree in Finance, Business Administration, or related field; minimum 5 years of experience in client relationship management or sales roles.
  • Skills: Excellent communication and interpersonal skills; ability to build trust and rapport with high net worth clients; strong analytical and problem-solving skills; proficiency in Microsoft Office Suite.

Benefits:

  • Competitive Salary: Attractive compensation package, commensurate with experience.
  • Opportunities for Growth: Career advancement opportunities within a dynamic and growing organization.
  • Collaborative Work Environment: Collaborate with cross-functional teams to achieve business objectives.

About Us:

We are a leading organization in the finance sector, dedicated to providing exceptional service to our clients. We are committed to fostering a collaborative work environment that promotes innovation, creativity, and employee growth.

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