High Net Worth Client Manager

2 days ago

Bengaluru Bangalore Chandigarh Thane, India beBeeWealthManager Full time ₹ 8,00,000 - ₹ 12,00,000

**Job Description**

 

The primary responsibility of this role is to cater to the complex financial and banking needs of high net worth individuals (HNI).

 

It involves establishing a strong relationship with these clients, providing them with comprehensive solutions for their personal and business banking requirements.

 

The incumbent will be responsible for identifying and acquiring new HNI customers, as well as deepening existing relationships through effective communication and relationship management skills.

 

Key responsibilities include:

  • Developing and implementing strategies to achieve targets in terms of product mix and customer acquisition.
  • Providing personalized services to meet the diverse financial and banking needs of HNI customers.
  • Maintaining a 360-degree understanding of client requirements across personal and business banking/financial needs.
  • Managing key performance indicators to ensure the stability of the portfolio.

 

**Required Skills and Qualifications**

 

To excel in this role, you will need:

  • Strong analytical and problem-solving skills to address complex financial and banking needs.
  • Excellent communication and interpersonal skills to build strong relationships with HNI clients.
  • Able to work effectively in a fast-paced environment and adapt to changing priorities.

 

**Benefits**

 

This role offers:

  • Opportunity to work with high net worth individuals and contribute to their financial growth.
  • Competitive compensation and benefits package.
  • Chance to develop your professional skills and advance your career in a dynamic organization.

 

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