High Net Worth Business Development Manager

7 days ago

Solan, Himachal Pradesh, India beBeeRelationship Full time ₹ 1,50,000 - ₹ 28,00,000
Relationship Manager Opportunity

The successful candidate will be responsible for managing the banking and investments relationship of high net worth individuals (HNI) and ultra-high net worth individuals (UHNI), with a focus on growing liabilities and investment business.

The role involves developing, managing, and expanding customer relationships by providing exceptional service that exceeds client expectations. This includes identifying current and potential relationships with additional revenue potential and growing business through sales targets across various products such as investments, liabilities, retail assets, business banking, forex, and cards.

Key responsibilities include:

  • Manages relationships with HNI/UHNI clients to grow liabilities and investment business.
  • Develops and implements strategies to increase wallet share and deepen mapped relationships.
  • Identifies opportunities to drive higher product and channel penetration to grow business.
  • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values.
  • Provides financial planning and investment advisory services to HNI/UHNI clients through careful analysis and identification of customer needs.
  • Drives revenue business to generate fee income through products like mutual funds, investments, and insurance.

We are looking for a highly skilled and experienced Relationship Manager to join our team. If you have a proven track record of success in relationship management and are passionate about delivering exceptional results, we encourage you to apply.

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