Wealth Manager

1 week ago


Solapur, Maharashtra, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000
Job Overview

We are seeking a seasoned wealth manager to join our esteemed team. The ideal candidate will possess excellent relationship-building skills and be responsible for cultivating strong ties with high net worth individuals.

Key Responsibilities:

  • Manage a portfolio of affluent clients to achieve revenue targets and drive business growth
  • Develop and implement strategies to boost customer engagement and loyalty
  • Deliver exceptional customer service and support to ensure client satisfaction
  • Collaborate closely with cross-functional teams to identify opportunities and drive revenue growth

Requirements:

  • Minimum 2 years' experience in wealth management or a related field
  • Strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills
  • Ability to manage complex client requirements

Preferred Qualifications:

  • AMFI Certification
  • NCFM Certification (Optional)
  • CAIIB
  • IRDA

This is a fantastic opportunity to grow your career as a senior wealth professional and contribute to the success of our organization.



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