Senior Affluent Wealth Relationship Manager

2 days ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 17,40,000 - ₹ 28,80,000
Job Title: Senior Affluent Wealth Relationship Manager

We are seeking a seasoned Relationship Manager to join our Private Banking team. As a key member of our Affluent Banking division, you will be responsible for building and maintaining strong relationships with high net worth clients.

Key Responsibilities:

  • Manage a portfolio of existing clients and identify opportunities to deepen relationships through cross-selling and up-selling financial products and services.
  • Develop and implement customized wealth management solutions tailored to the unique needs and goals of each client.
  • Cultivate new business opportunities by leveraging your extensive knowledge of financial markets and economic trends.
  • Foster strong relationships with internal stakeholders, including Branch Banking Team, Operations, Product Team, and Treasury.
  • Maintain accurate records and ensure timely updates in CRM system as per desk requirement.

Required Skills and Qualifications:

  • Minimum 2 years of experience in wealth management or related field.
  • Strong understanding of financial markets, economic trends, and industry developments.
  • Excellent communication, interpersonal, and negotiation skills.
  • Able to manage complex client requirements and provide tailored solutions.
  • Knowledge of current accounts, overdrafts, term loans, export finance, and asset products.

Benefits of Joining Our Organization:

  • Opportunity to work with a dynamic group of professionals.
  • Chance to develop your skills and expertise.
  • Contribution to the growth and success of our organization.

Additional Requirements:

  • CAIIB, IRDA, NCFM, and AMFI certifications are desirable.
  • Graduation/Post-Graduation in Marketing/Finance is preferred.

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