Senior Client Growth Specialist

21 hours ago


Jalandhar, Punjab, India beBeeClient Full time ₹ 1,04,000 - ₹ 1,30,878
Job Opportunity

We are seeking seasoned professionals to assume key roles in customer engagement and business development. As Wealth Relationship Managers and Branch Relationship Heads, you will drive client growth through targeted relationship management and strategic partnerships.

Key Responsibilities:
  • Develop and maintain relationships with high net worth individuals and retail clients.
  • Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.).
  • Conduct regular portfolio reviews and provide tailored financial planning advice to meet client needs.
  • Lead and mentor branch-based teams to achieve performance targets.
  • Ensure seamless customer experiences and high service standards across all interactions.
  • Develop strategies to expand the client base through referrals and networking.
  • Adhere to regulatory guidelines (KYC, AML, etc.) and ensure compliance across all operations.
  • Maintain performance metrics and report to senior leadership on a regular basis.
Required Skills and Qualifications:
  • In-depth knowledge of retail and wealth banking products.
  • Strong interpersonal and relationship-building skills.
  • Sales-driven mindset with target-oriented focus.
  • Excellent communication and client-handling abilities.
  • NISM or AMFI certifications preferred for Wealth RM role.


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