Senior Wealth Strategist
8 hours ago
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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