Wealth Management Specialist

1 day ago

Agra, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

About the Role

We are seeking a skilled professional to join our team as a Wealth Management Specialist.

This is an instrumental role in acquiring high-net-worth individuals and building lasting relationships with them.

The ideal candidate will have strong sales skills, a deep understanding of wealth management products, and the ability to nurture customer relationships.

Responsibilities:

  • Sourcing new clients and expanding existing relationships.
  • Developing and implementing effective strategies to increase sales revenue.
  • Fulfilling customer needs through wealth solutions provided by the bank.

Requirements:

Strong client base with extensive knowledge of wealth management products.

A minimum of 10 years' experience in relationship management or a related field.

Ability to work independently and as part of a team.

PREFERRED QUALIFICATIONS:

  • Experience in private banking or wealth management.
  • Proven track record of success in sales or relationship management.

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