Financial Solutions Specialist

2 weeks ago

Navi Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Job Overview

The role of a Wealth Manager involves providing tailored banking and investment solutions to High Net-Worth Individual (HNI) clients, with the primary objective of deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products.

Key Responsibilities:
  • Manage banking and investment relationships of HNI clients.
  • Drive overall growth in liabilities and investment business.
  • Develop and expand customer relationships with service levels that exceed client expectations.
  • Identify and tap additional revenue opportunities in current and potential relationships.
  • Proactively sell the full range of retail and commercial banking products.
Business Development Strategies:
  • Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc.
  • Increase CASA balances through deepening and acquisition strategies.
  • Drive higher product and channel penetration to maximize wallet share.
Customer Engagement and Satisfaction:
  • Ensure portfolio quality through regular client interactions and relationship value maintenance.
  • Act as the face of the bank and the first point of contact for client servicing and sales satisfaction.
Investment Advisory Services:
  • Conduct financial planning and investment advisory tailored to HNI clients.
  • Drive revenue through fee-based products like mutual funds, insurance, and structured investments.
Compliance and Risk Management:
  • Ensure all sales activities and client interactions are documented as per organizational process.
  • Profile clients thoroughly and align products to their financial goals in line with compliance norms.

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