Senior Finance Professional

5 days ago

Bengaluru Bangalore Hyderabad Secunderabad Telangana Vadodara, India beBeeWealthManager Full time ₹ 8,00,000 - ₹ 12,00,000
Financial Expert

We are seeking an experienced Financial Expert to manage the comprehensive financial needs of High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or Non-Banking Financial Companies (NBFCs), expertise across diverse financial products, and exceptional client interaction skills, we invite you to consider this opportunity.

Key Responsibilities
  • Address the diversified financial needs of HNI clients, encompassing Personal Banking, Business Banking, Wealth Management, and Insurance.
  • Achieve set targets in terms of product mix, ensuring a balanced and diversified portfolio for clients.
  • Provide 360-degree coverage of client needs across their personal and business banking/financial requirements.
  • Undertake a robust Relationship Management profile, involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement.
  • Focus intently on the analysis and satisfaction of HNI Customers' financial, banking, investment, and business needs and objectives.
  • Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth.
  • Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book.
  • Manage key performance indicators at the highest level, consistently striving for excellence.
  • Manage customer transitions with utmost sensitivity, ensuring a smooth and supportive experience.
  • Ensure ongoing compliance with all relevant policies and procedures.
  • Report any suspicious transactions immediately to the supervising officer.
Requirements and Qualifications
  • 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles).
  • In-depth knowledge of diverse financial products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments.
  • Proven experience in field sales and direct client interaction.
  • Great communication skills, coupled with proficiency in the local language, are essential for effective client engagement.

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