Superior Wealth Manager

2 weeks ago

Lucknow Varanasi Kanpur, India beBeeBanking Full time ₹ 15,00,000 - ₹ 28,00,000

Job Title: Banking Pioneer

Role Description

This role involves building and deepening relationships with high net worth individuals to acquire, grow and deepen their banking customer relationships through effective relationship management.

The ideal candidate will have a strong understanding of financial markets and be able to analyze and satisfy the financial needs of our clients.

  • Create new business opportunities to achieve sales targets
  • Broaden existing customer relationships to increase revenue
  • Provide excellent customer service to enhance customer satisfaction and retention
  • Stay up-to-date with industry developments
  • Manage risk and maintain a stable customer portfolio
  • Monitor key performance indicators to ensure success

Sales

  • Achieve product sales targets
  • Focus on acquiring resident customers
  • Cross-sell and upsell wealth and asset products
  • Maximize sales efficiency
  • Achieve cross-sell targets
  • Develop aggressive sales strategies
  • Ensure comprehensive customer coverage

Integration Management

  • Maintain seamless customer transitions
  • Comply with anti-money laundering policies
  • Implement procedures to prevent money laundering
  • Report suspicious transactions promptly
Requirements
  • Minimum Qualification: Graduate/Post Graduate
  • Minimum 5 years of experience in Wealth Management
  • Proven ability to manage client portfolios
Benefits

Competitive incentives and contests

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