Senior Affluent Relationship Manager

6 days ago

Kurnool, Andhra Pradesh, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000
Senior Wealth Relationship Manager Role

The Senior Wealth Relationship Manager is responsible for fostering and maintaining robust relationships with affluent clients, providing personalized financial solutions and services. This position necessitates exceptional communication and interpersonal skills, as well as a deep understanding of the client's needs and goals.

Key Responsibilities:

  • Manage a portfolio of high-net-worth clients and provide them with tailored financial advice and services.
  • Identify new business opportunities and develop strategies to acquire new clients.
  • Collaborate closely with internal stakeholders, such as Branch Banking Teams, Operations, Product Teams, Treasury, HLIC, Insurance CAM, MF Fund houses personnel, and HSL personnel, to ensure seamless execution of client requests.
  • Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact clients' financial situations.

Requirements:

  • Minimum 2 years of experience in Wealth Management, Insurance, or retail relationship management profile.
  • Good understanding of CA, Trade & Forex, CMS, and Asset products - CC, OD, TL, Export Finance.
  • Self-starter with excellent communication and interpersonal skills.
  • Ability to manage complex client requirements.

Preferred Qualifications:

  • Graduation/Post-Graduation in 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.

Benefits:

  • Competitive compensation package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

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