High Net Worth Individual Banking Specialist

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000
Key Responsibilities

The successful candidate will be responsible for managing and growing the banking and investments relationships of high net worth individuals.

  • Develop and expand customer relationships by providing exceptional service that exceeds client expectations.
  • IDentify opportunities to increase revenue potential and drive business growth through sales targets.
  • Sell a range of consumer and commercial products to current and potential clients.
  • Increase cash and savings account balances in allocated portfolios.
  • Drive higher product and channel penetration to deepen relationships and increase wallet share.
  • Maintain portfolio quality by regularly engaging with clients and maintaining desired relationship values.
  • Be the primary point of contact for clients and ensure their service and sales satisfaction.

About the Role

This is an exciting opportunity to join our team as a Relationship Manager, where you will play a key role in driving business growth and developing strong relationships with clients.

You will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with existing clients, and providing exceptional service to meet their needs.

We are looking for a highly motivated and experienced professional who is passionate about delivering exceptional results and building strong relationships.

If you have a proven track record of success in sales and relationship management, we would love to hear from you


Requirements
  • Proven experience in sales and relationship management.
  • Strong understanding of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with clients.
  • Results-driven and goal-oriented approach.
  • Familiarity with industry trends and developments.

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