Financial Relationship Manager

2 days ago


Palakkad, Kerala, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000
Private Banking Professional

We are seeking an experienced professional to join our team in Private Banking.

  • This role is instrumental in acquiring High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and building long-term relationships with the bank.

About the Role

The successful candidate will be responsible for selling investment and insurance products, as well as other banking solutions, to private banking clients to generate fee income.

  • Nurture and manage end-to-end customer relationships for private customers by fulfilling all their banking needs through wealth management solutions.
  • Bring new business opportunities to the table and start as an individual with an entrepreneurial mindset.

Required Skills and Qualifications

Strong client base with a deep understanding of wealth management products.

Ability to build and maintain strong relationships with HNW and UHNW clients.

Minimum 10 years of experience in relationship management, branch management, or regional leadership roles in the banking and financial domain.

Excellent communication and interpersonal skills.

What We Offer

A dynamic and supportive work environment.

Opportunities for career growth and development.

Competitive compensation and benefits package.



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