High Net Worth Relationship Specialist

4 days ago

Jalandhar, Punjab, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878
Job Description

Wealth Relationship Managers are responsible for building and maintaining relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow the liabilities and investment business.

  • The ideal candidate will manage the banking and investments relationship of clients, drive revenue growth, and expand customer relationships by providing exceptional service.
  • They will identify opportunities for cross-selling and up-selling, develop strategic plans to deepen client relationships, and achieve sales targets across various products.

Responsibilities
  • Manage banking and investments relationships with HNI/NRI clients to drive revenue growth.
  • Develop and execute strategies to deepen client relationships, increase wallet share, and drive product penetration.
  • Ensure portfolio quality through regular engagement with clients, maintaining desired relationship values, and proposing suitable investment options.
  • Provide financial planning and investment advisory services to HNIs/NRIs through careful analysis of customer needs and proposing relevant products.

Requirements
  • Strong understanding of banking and investments products, including mutual funds, insurance, and retail assets.
  • Excellent communication, negotiation, and interpersonal skills to build and maintain strong client relationships.
  • Ability to analyze customer needs, identify opportunities, and develop effective solutions.
  • Strategic thinking, problem-solving, and leadership skills to drive business growth and meet sales targets.

Benefits

This role offers a unique opportunity to work with high net worth individuals and NRIs, driving revenue growth and expanding customer relationships. The successful candidate will enjoy a challenging and rewarding career with opportunities for professional development and advancement.


About the Role

This is a dynamic and results-driven position that requires a self-motivated individual with a passion for building strong relationships and driving business growth. If you are a skilled professional with a keen eye for detail and a talent for developing strategic plans, we encourage you to apply.

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