Strategic Client Advocate

4 days ago

Gurgaon Gurugram Delhi NCR Delhi, India beBeeWealthManagement Full time ₹ 12,00,000 - ₹ 20,00,000

Wealth Relationship Manager - A Key Role in Retail Banking

A leading private sector bank is seeking a skilled Wealth Relationship Manager to handle high net worth and affluent clients. This role offers a unique opportunity for experienced professionals to leverage their expertise in wealth management, customer service, and sales.

Main Responsibilities:

  • Acquire and manage a portfolio of high net worth and affluent clients, providing personalized wealth management solutions based on client profiles and risk appetite.
  • Cross-sell banking products such as savings accounts, life insurance, and mutual funds, ensuring high levels of customer satisfaction through proactive service and engagement.
  • Maintain regular client interactions and conduct portfolio reviews, ensuring compliance with all banking and regulatory guidelines.

Candidate Requirements:

  • Graduate or postgraduate degree with 3-8 years of relevant experience in retail banking or wealth management.
  • Strong knowledge of savings accounts, life insurance, mutual funds, and other retail liability products.
  • Excellent relationship-building, communication, and sales skills, with the ability to work effectively in a fast-paced environment.

What We Offer:

A competitive compensation package, opportunities for career growth and professional development, and a dynamic work environment that encourages innovation and collaboration.

About the Role:

This is a challenging and rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. If you are a motivated and results-driven professional looking for a new challenge, we encourage you to apply.

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