
Senior Client Development Specialist
5 days ago
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.
- 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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