Senior Relationship Banking Specialist

5 days ago


Thiruvananthapuram Trivandrum Delhi Vadodara, India beBeeFinancial Full time US$ 9,00,000 - US$ 12,00,000
Relationship Manager Opportunity

We are seeking experienced Relationship Managers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining high net worth client relationships, driving revenue through diverse wealth products, and providing expert financial advice.

Key Responsibilities:

  • Acquire, deepen, and retain high net worth clients, building long-lasting relationships based on trust and exceptional service.
  • Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products.
  • Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
  • Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs.
  • Possess a deep understanding of capital markets and all financial products, enabling you to provide precise and timely advice to clients.
  • Build assets under management and expand the client base in alignment with targets defined by the company.
  • Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged.

Requirements:

  • Proven experience in acquiring, deepening, and retaining high net worth client relationships in wealth management.
  • Extensive knowledge of equity and debt-based products, including mutual funds, PMS, AIF, and equity broking.
  • Familiarity with loan products is a plus.
  • Exceptional selling, communication, and interpersonal skills.
  • A strong grasp of capital markets and financial products to provide sound advice.
  • A results-driven mindset with a track record of building assets under management and client base.
Why You'll Thrive Here

Our Wealth Management team offers a dynamic and supportive environment where you can grow your career and make a meaningful impact on our clients' lives.



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