High Net Worth Client Relationship Specialist

1 week ago

Salem, Tamil Nadu, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000
Affluent Wealth Relationship Manager

We are seeking a skilled professional to join our team in Private Banking. As a key member of our organization, you will be responsible for building and maintaining high-value client relationships, identifying their financial needs, and providing tailored solutions.

Key Responsibilities:
  • Meet or exceed individual business targets, including HNI/TPP and banking targets
  • Ensure minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RMs and self & team level for Senior RMs
  • Maintain client profitability objectives, AUM growth objectives, and client sign-on objectives as defined by Business Head
  • Focus on conversions from existing bank clients by offering Private Banking Group services to other eligible managed clients

Fundamental Skills:

  • Strong understanding of asset management, trade and foreign exchange, and current accounts
  • Self-motivated with excellent communication and interpersonal skills
  • Ability to manage complex client requirements
  • Minimum 3 years' experience in Current Account Acquisition, Product & Processes, Trade & Forex & other current account related products

Desirable Qualifications:

  • Graduation/Post-Graduation: Marketing/Finance
  • AMFI Certification, NCFM Certification (Optional), CAIIB, IRDA, Sales and Influencing Skills, Banking Product & Process Knowledge, Relationship Management and Negotiation Skills, Planning and Organizing Skills, Communication, Knowledge of Competition & Current trends in financial Industry

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