Senior Financial Advisor

2 weeks ago


Agra, Uttar Pradesh, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

Job Title: Relationship Manager

We are seeking a skilled professional to join our team as a Relationship Manager in Private Banking.

The ideal candidate will have a good understanding of financial markets and economic trends, excellent communication and interpersonal skills, and the ability to manage complex client requirements.

In this role, you will be expected to:

  • Meet individual and team targets for new business generation, customer growth, and revenue
  • Develop and implement strategies to increase client engagement and loyalty
  • Collaborate with internal stakeholders to provide exceptional customer service and support
  • Stay up-to-date on market trends and competitor activity

To be successful in this role, you will need:

  • Minimum 2 years' experience in wealth management or a related field
  • Strong knowledge of banking products and services
  • Excellent communication and interpersonal skills
  • A self-starter mentality with a willingness to learn and adapt

This is an exciting opportunity to work with high net worth clients and contribute to the success of our team.



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