Private Banking Specialist

2 weeks ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 18,00,000 - ₹ 2,40,00,000

We are seeking a highly skilled Private Banking Specialist to join our team at a leading bank.

This role is crucial in acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients and building lasting relationships with them.

The ideal candidate will have a strong understanding of wealth management products, including Asset Under Management (AUM), Alternative Investment Funds (AIF), and Mutual Funds. They will be responsible for selling investment and insurance products to private banking clients, generating fee income for the bank.

Key Responsibilities:

  • Acquisition of New Clients: Attract and acquire new private banking clients, expanding the existing client base.
  • Customer Relationship Management: Nurture and manage end-to-end customer relationships, fulfilling all their banking needs through wealth solutions provided by the bank.

Requirements:

  • A deep understanding of wealth management products and financial services.
  • 10+ years of experience in the banking and financial domain, preferably as a Relationship Manager, Branch Manager, or Regional Head.

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