Senior Client Development Specialist

5 days ago


Amritsar Ludhiana, India beBeeWealthRelationshipManager Full time ₹ 6,00,000 - ₹ 12,00,000
Job Overview

We are seeking experienced professionals to fill key roles in our organization.

Key Responsibilities:
  • Establish and maintain relationships with high net worth individuals and retail clients.
  • Drive sales of banking and wealth management products, including accounts, loans, investments, and insurance.
  • Conduct regular portfolio reviews and provide tailored financial planning advice.
  • Lead and mentor relationship teams to achieve business targets.
  • Ensure exceptional customer service and adherence to industry standards.
  • Develop strategies to expand the client base through referrals and networking.
  • Comply with regulatory requirements, including KYC and AML guidelines.
  • Maintain performance metrics and report to leadership.
Skill Requirements:
  • In-depth knowledge of retail and wealth banking products.
  • Strong interpersonal and relationship-building skills.
  • Sales-driven mindset with target-oriented approach.
  • Excellent communication and client-handling abilities.
  • NISM or AMFI certifications preferred for Wealth Relationship Manager role.


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