Financial Services Professional
5 days ago
We are seeking a highly skilled and motivated Financial Services Professional to join our team as a Client Relationship Manager. In this role, you will be responsible for acquiring and deepening relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional customer service.
Responsibilities- Conduct needs-based analysis to identify opportunities for cross-selling DBS products and services
- Develop and implement strategic plans to acquire and retain high net worth clients
- Foster strong relationships with clients through regular communication and proactive engagement
- Maintain up-to-date knowledge of market trends, competitor activity, and regulatory changes
- Collaborate with internal teams to ensure seamless delivery of services and products
- Minimum 4 years of experience in wealth management or financial services
- Strong understanding of financial planning and wealth management products
- In-depth knowledge of local market and competition
- AMFI / IRDAI / FEDAI certification an advantage
- Graduate/Postgraduate degree with MBA
- Strong relationship management and influencing skills
- Self-driven and ambitious
- Good written and verbal communication skills
- Results-orientated and ability to deliver results
- Sales and business development skills
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