Private Client Manager

3 days ago


Dombivli, Maharashtra, India beBeePrivateClient Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

About this role

We are seeking an experienced professional to join our team as a Private Client Manager.

This is an instrumental position in the acquisition of high net worth individuals and building long-term relationships with clients.

The successful candidate will be responsible for selling investment and insurance products, as well as other banking services, to private banking clients to generate fee income.

Key responsibilities include:

  • Identifying and acquiring new business opportunities.
  • Developing and managing end-to-end customer relationships.
  • Fulfilling all client needs through wealth solutions, including asset management, alternative investments, and mutual funds.

Requirements:

To succeed in this role, you should have:

  • A deep understanding of wealth management products.
  • A proven track record of sales and relationship-building experience.
  • Strong communication and interpersonal skills.

About us:

We are a leading financial institution dedicated to providing exceptional service to our clients. Our team is committed to excellence and is passionate about helping individuals achieve their financial goals.



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