
High Net Worth Client Strategist
4 days ago
Our organization is seeking a Relationship Manager to develop and expand relationships with High Net Worth Individuals (HNIs) for Priority Business. This role requires strategic thinking, excellent communication skills, and the ability to work under pressure.
- Profiling clients to identify opportunities and match them to our products/solutions.
- Generating business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
- Formulating and implementing sales plans to acquire new HNI clients and increase the customer base.
Key Qualifications:
- High-quality customer service using organizational and interpersonal skills.
- Decision-making skills with strong ownership.
- Ability to work under pressure.
As a valued member of our team, you will have access to cutting-edge technology, continuous training, and development opportunities. Our company prioritizes employee well-being and offers a supportive work environment.
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High Net Worth Relationship Specialist
4 days ago
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High Net Worth Portfolio Manager
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High Net Worth Client Advisor
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Private Wealth Manager
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Wealth Strategist
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Financial Services Specialist
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Senior Wealth Strategist
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Senior Taxation Specialist
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Aligarh, Uttar Pradesh, India beBeeTaxation Full time ₹ 15,00,000 - ₹ 35,00,000Job Title: Senior Taxation Specialist We are seeking a seasoned taxation expert to lead our team in high net worth individual taxation, tax planning, and compliance services. Key Responsibilities:Develop and implement tax strategies for HNI clients.Provide expert advice on direct and indirect tax laws.Manage stakeholder relationships and communicate...