
High Net Worth Client Growth Specialist
2 days ago
We are currently seeking a seasoned High Net Worth Client Growth Specialist to drive business expansion by forging and maintaining relationships with affluent individuals. The ideal candidate will be responsible for identifying opportunities to sell wealth products, such as portfolio management services (PMS), alternative investment funds (AIF), mutual funds (MF), bonds, and insurance solutions. Additionally, they will collaborate with internal teams to resolve customer queries and provide tailored solutions to meet organizational targets.
Key Responsibilities:- Client Acquisition and Relationship Management: Develop and maintain strong relationships with high-net-worth clients to acquire new customers and grow existing ones.
- Sales and Cross-Selling: Identify opportunities to cross-sell wealth products and increase revenue.
- Product Knowledge: Stay up-to-date on the retail liabilities business to provide informed solutions to clients.
- Customer Service: Collaborate with internal teams to address customer inquiries and issues related to banking services.
- Strong knowledge of CASA sales, HNI client handling, retail liabilities, portfolio management, and wealth product sales.
- Excellent communication skills for effective relationship management with HNIs.
- Able to work independently with minimal supervision while meeting performance targets.
- Bachelor's degree in Business, Finance, or a related field, or equivalent experience.
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Relationship Manager Platinum- Amritsar
1 week ago
Amritsar, Punjab, India Hiring Street Full time ₹ 5,00,000 - ₹ 10,00,000 per yearBuilding and maintaining strong relationships with high-net-worth individualsPromoting and cross-selling a range of banking products such as savings accounts, fixed , credit cards, and insurance products to enhance the client's financial portfolio.
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Investor Relations Specialist
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Expert Portfolio Strategist
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Net Intern
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Investment Relations Professional
1 week ago
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Business Growth Specialist
5 days ago
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Account Growth Specialist
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Business Growth Specialist
2 weeks ago
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Manager - Sales
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Amritsar, Punjab, India DNA Growth Full timeAbout the jobDNA Growth is a leading professional services firm specializing in offering business planning and virtual CFO solutions to startup and mid-enterprise clientele in North America and the MENA region. We combine people, processes, and tech to empower our clients growth and success.Website: www.dnagrowth.comJob Title: Sales/Account ManagerLocation:...
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Senior Portfolio Manager
4 days ago
Amritsar, Punjab, India beBeeGrowth Full time ₹ 15,00,000 - ₹ 28,00,000Financial Growth SpecialistThis role is ideal for a skilled professional looking to advance their career in asset management and client relationships.Key Responsibilities:Portfolio Management: The successful candidate will be responsible for gathering assets across various investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB,...