Senior Financial Relationship Professional

2 days ago


Cochin, Kerala, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

As a Relationship Manager for affluent clients, you will play a pivotal role in building and maintaining strong professional relationships with high net worth individuals.

Job Responsibilities
  • Identify opportunities to acquire new customers and expand existing client relationships within the private banking segment.
  • Develop effective relationship management strategies to enhance customer satisfaction and loyalty.
  • Collaborate closely with cross-functional teams to ensure seamless delivery of products and services to clients.
  • Stay up-to-date with market trends, economic conditions, and regulatory requirements to provide expert advice to clients.
  • Achieve business objectives, including revenue growth, customer acquisition, and retention.
Requirements
  • Minimum 2 years of experience in wealth management or a related field is required.
  • Strong understanding of financial markets, economic trends, and regulatory requirements is essential.
  • Excellent communication, interpersonal, and negotiation skills are necessary for building strong professional relationships.
  • Ability to manage complex client requirements and prioritize tasks effectively.
  • Knowledge of asset products, trade, and forex is preferred.

We offer a dynamic work environment that fosters personal and professional growth.



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