High Net Worth Relationship Manager

2 days ago

Delhi NCR Delhi, India beBeeInvestment Full time US$ 9,00,000 - US$ 12,00,000

Job Opportunity: High Net Worth Relationship Manager

Description: As a Relationship Manager, you will be responsible for managing, developing, and expanding customer relationships by providing exceptional banking and investment services that exceed client expectations of the most important customer segment.

  • Responsibilities include:

Key Responsibilities:

  • Managing and expanding high net worth customer relationships through provision of excellent banking and investment services.
  • Generating incremental business through sales targets across various product lines, including liabilities, retail assets, business banking, forex, cards, investments, and commercial products.
  • Providing financial planning and investment advisory services to high net worth clients, driving revenue business to generate fee income through products like mutual funds, investments, and insurance.

Requirements:

  • Strong relationship-building skills and ability to develop and maintain strong relationships with high net worth clients.
  • Excellent communication and interpersonal skills, with ability to communicate complex financial information to clients.
  • Sound knowledge of banking and investment products and services, with ability to provide expert advice to clients.
  • Ability to work in a fast-paced environment and meet deadlines.
  • High level of integrity, discretion, and professionalism in handling sensitive client information.

Benefits:

  • Opportunity to work with high net worth clients and build long-term relationships.
  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.

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