Wealth Management Specialist

17 hours ago

Lucknow, Uttar Pradesh, India beBeeAffluent Full time ₹ 1,70,00,000 - ₹ 2,80,00,000

Our organization is seeking a skilled Affluent Wealth Relationship Manager to join our team.

As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth individuals and families. Your role will involve identifying business opportunities and providing exceptional customer service.

Key Responsibilities:
  • Establish and maintain strong relationships with clients to identify and pursue new business opportunities.
  • Develop and execute sales strategies to acquire new clients and expand existing relationships.
  • Collaborate with internal teams to ensure seamless delivery of products and services.
  • Maintain accurate records of client interactions and sales performance.
Requirements:
  • Bachelor's degree in Marketing or Finance.
  • Minimum 2 years' experience in wealth management, insurance, or retail relationship management.
  • Strong understanding of financial markets and economic trends.
  • Excellent communication and interpersonal skills.
  • Ability to manage complex client requirements.
Preferred Qualifications:
  • AMFI Certification.
  • NCFM Certification (optional).
  • CAIIB.
  • IRDA.
  • Exceptional sales and influencing skills.
  • Knowledge of banking products and processes.
  • Relationship management and negotiation skills.
  • Planning and organizing skills.
  • Effective communication skills.
What We Offer:
  • Ongoing training and development opportunities.
  • A collaborative and dynamic work environment.

We are committed to delivering exceptional customer service and building long-term relationships with our clients. Our team is passionate about making a difference in the lives of our customers and community.

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