High Net Worth Relationship Specialist

23 hours ago


Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Elite Wealth Strategist

This role plays a pivotal part in securing high net worth clients, building lasting relationships with the bank, and offering tailored investment, insurance, and banking solutions to generate substantial fee income.

Key Responsibilities:
  • Develop new business opportunities through targeted outreach initiatives.
  • Manage customer relationships for private customers by providing holistic wealth solutions, including asset management, alternative investment funds, and mutual fund products offered by the bank.
Essential Qualifications:
  • A deep understanding of wealth management products.
  • At least 10 years of experience as a Relationship Manager, Branch Manager, or Regional Head in the Banking and Financial sector.


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