Business Development and Client Engagement Specialist

7 hours ago


Ludhiana Amritsar, India beBeeWealth Full time ₹ 6,00,000 - ₹ 12,00,000
Role Overview:

The bank is seeking experienced professionals to fill Wealth Relationship Manager and Branch Relationship Head positions.

Key Responsibilities:
  • Establish and maintain strong relationships with high net worth individuals and retail clients.
  • Drive sales of banking and wealth management products, including accounts, loans, investments, and insurance.
  • Conduct regular portfolio reviews and provide tailored financial planning advice to meet client needs.
  • Lead and mentor branch-based relationship teams to achieve sales targets.
  • Ensure a seamless customer experience and high service standards are maintained.
  • Develop strategies to expand the client base through referrals and networking.
  • Ensure compliance with regulatory guidelines, including KYC and AML requirements.
  • Maintain performance metrics and report to leadership.
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 approach.
  • Excellent communication and client-handling abilities.
  • NISM or AMFI certification preferred for Wealth RM role.


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