Senior Client Development Manager

4 days ago


Gurgaon, Haryana, India beBeeRelationship Full time
Job Title:

Branch Relationship Manager


Job Description

Seeking an experienced relationship manager to develop and maintain strong relationships with high-net-worth individuals. The ideal candidate will have a proven track record of driving business growth through new client acquisition, cross-selling wealth products, and providing tailored solutions to meet organizational targets.


Responsibilities:
  • Client Relationship Management: Develop and maintain relationships with high-net-worth individuals to acquire new clients and grow existing ones.
  • Sales & Cross-Selling: Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue.
  • Product Knowledge: Maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers.
  • Customer Service: Collaborate with internal teams to resolve customer queries and issues related to banking services.

Skills Required:
  • Strong knowledge of CASA Sales, CASA handling, HNI client handling, retail liabilities, portfolio management, and wealth product sales.
  • Excellent communication skills for effective relationship management with HNIs.
  • Ability to work independently with minimal supervision while meeting targets.

Qualifications:
  • Bachelor's degree in Business, Finance, or a related field, or equivalent experience.


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