Strategic Customer Liaison

2 days ago

Jalandhar, Punjab, India beBeeWealth Full time ₹ 15,00,000 - ₹ 28,00,000

Job Overview

We are seeking a highly skilled professional to join our team as a Wealth Relationship Manager. The successful candidate will be responsible for managing the banking and investments relationship of clients and driving overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.

  • Main Responsibilities:
  • Detailed job description below
Main Responsibilities
  • Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Identifies current and potential relationship with additional revenue potential and grow business.
  • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships.
  • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
  • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
  • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
  • Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Necessary Skills and Qualifications:

  • You have experience in wealth management and similar field
  • You can manage large number of customers efficiently
  • You have knowledge about banking and investment products

Benefits:

  • Competitive salary
  • Bonuses and incentives
  • Promotional opportunities

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