Senior Wealth Strategist

8 hours ago


India Leading Bank Full time

Job Overview

We are seeking an experienced Senior Wealth Strategist to join our team at Leading Bank.

About the Role

This is a challenging opportunity for a results-driven professional to lead high-value client relationships and drive revenue growth through sales of liability products, wealth management products, and other banking services.

Main Responsibilities

- Develop and execute customized plans to deepen existing client relationships and attract new clients across multiple locations (Mumbai, Chennai, Bangalore, Ahmedabad, Rajkot, Kolkata, Bhubaneshwar, Patna, Guwahati).

- Acquire, retain, and grow portfolio of 80-100 affluent/HNWI clients to maximize sales performance and achieve revenue targets.

- Identify client needs, risk profiles, and potential investment opportunities to provide tailored wealth management solutions.

- Collaborate with product and investment experts to generate product-specific investment ideas for clients.

Requirements

- Strong customer relationship management skills, ability to acquire clients around specific product offerings.

- Excellent verbal and written communication skills to mentor clients effectively.

- Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.

What We Offer

- Competitive salary estimated between ₹20,00,000 - ₹50,00,000 per annum based on experience.

- Opportunities for career growth and professional development.

- Collaborative and dynamic work environment.



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