High Net Worth Relationship Manager

2 weeks ago

Guntur, Andhra Pradesh, India beBeeAffluent Full time ₹ 1,70,000 - ₹ 2,80,000
Affluent Wealth Management Opportunity

We are seeking an experienced and skilled Affluent Wealth Relationship Manager to join our Private Banking team. The successful candidate will be responsible for establishing and maintaining high value relationships with affluent clients, identifying their financial needs, and providing tailored solutions to meet those needs.

Key Responsibilities:
  • Establish and maintain high value relationships with affluent clients
  • Identify client financial needs and provide customized solutions
  • Meet or exceed sales targets and revenue growth objectives
  • Develop and implement relationship management strategies to drive client acquisition and retention
  • Stay up-to-date on market trends, competitor activity, and regulatory changes that may impact the business
Requirements:
  • Minimum 2 years' experience in wealth management or a related field
  • Strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills
  • Ability to manage complex client requirements
  • Self-starter with a strong work ethic and ability to work independently

Functional/Industry Knowledge:

To stay updated on functional and industry knowledge, developing people & relationships, sets positive example, guides staff members through new tasks, builds rapport with others

Strategic Planning:

Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress

Educational Qualifications:

Graduation/Post-Graduation: Marketing/Finance

Certifications:

  • AMFI Certification
  • NCFM Certification (Optional)
  • CAIIB
  • IRDA

Experience Required:

  • Minimum experience in years – 2 yr
  • Wealth Management experience preferred, Insurance experience, retail relationship management profile

Major Stakeholders:

  • Customers
  • Branch Banking Team
  • Operations
  • Product Team
  • Treasury
  • HLIC
  • Insurance CAM
  • MF Fund houses personnel
  • HSL personnel

This is an exciting opportunity for a motivated and ambitious individual to take their career to the next level and make a real impact in the world of private banking. If you have a passion for delivering exceptional customer service and building strong relationships, we want to hear from you

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