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Financial Solutions Specialist

3 weeks ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 2,25,00,000
About the Role: Private Banker

We are seeking a talented professional to join our team in the acquisition of high net worth individuals and ultra-high net worth clients.

The role is instrumental in building relationships with the bank and generating fee income through the sale of investment, insurance, and other banking products to private banking clients.

  • Responsibilities include bringing in new business opportunities, managing customer relationships, and providing wealth solutions tailored to individual needs.

Required Skills:

A successful candidate should possess strong communication skills, a deep understanding of wealth management products, and a proven track record of success in sales and relationship management.

Experience as a Relationship Manager, Branch Manager, or Regional Head in the banking and financial sector is highly desirable.