Client Acquisitions Specialist

2 days ago


Kottayam, Kerala, India beBeeWealth Full time ₹ 12,00,000 - ₹ 18,00,000
Private Wealth Manager

About the Role

This role is instrumental in acquiring high net worth clients and building long-lasting relationships with them.

The primary objective of this position is to sell investment and insurance products to private banking clients, thereby generating fee income.

  • Bring in new clients through business development efforts.
  • Nurture and manage customer relationships by fulfilling all their banking needs through wealth solutions.

Required Skills:

Candidates should have a strong client base and a deep understanding of wealth management products.

They should also possess excellent communication and interpersonal skills.

**Note that we are looking for candidates with 10+ years of experience in the banking and financial domain, preferably as Relationship Managers or Branch Managers.



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