
High Net Worth Relationship Manager
10 hours ago
This role involves developing and maintaining strategic relationships with high net worth clients, providing them with tailored banking solutions to meet their needs. The ideal candidate will have excellent communication skills, a strong understanding of trade and commercial assets, and the ability to work in a fast-paced environment.
The successful candidate will be responsible for:
- Developing and implementing sales strategies to acquire new customers and expand existing relationships;
- Providing exceptional customer service and ensuring high levels of customer satisfaction;
- Working closely with other teams to provide seamless access to products and services;
- Maintaining accurate records of customer interactions and transactions.
Requirements include a degree in a relevant field, excellent analytical and problem-solving skills, and the ability to work in a team environment. A good understanding of financial markets and instruments is also essential.
Key Skills and Qualifications:
- Excellent communication and interpersonal skills;
- Strong understanding of trade and commercial assets;
- Ability to work in a fast-paced environment;
- Analytical and problem-solving skills;
- Teamwork and collaboration skills;
- Good understanding of financial markets and instruments.
Benefits:
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
How to Apply:
If you are a motivated and results-driven individual with a passion for client acquisition and relationship management, please submit your application. We look forward to hearing from you
-
High Net Worth Banking Relationship Manager
4 days ago
Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 25,00,000Relationship Manager - High Net Worth BankingWe are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining banking relationships with high net worth individuals.
-
High Net Worth Relationship Manager
3 days ago
Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 25,00,000Elite Client AdvisorWe are seeking a skilled and ambitious Elite Client Advisor to develop and expand our relationships with high net worth customers.Foster exceptional client service and ensure seamless application of banking policies.Cross sell existing bank products to enhance customer satisfaction.Inform clients about new services or product enhancements...
-
High Net Worth Manager
5 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 1,00,00,000Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...
-
Wealth Advisor for High Net Worth Clients
4 days ago
Bengaluru, Karnataka, India beBeeHighNetWorth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000As a high net worth client advisor, you will play a pivotal role in cultivating and guiding affluent relationships.Key Responsibilities:Cultivate and guide high net worth client relationshipsBUILD sales momentum through regular meetings and presentationsOrganize seminars workshops and other business development activities to drive revenue growthMaintain high...
-
High-Net-Worth Client Manager
2 days ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878Job TitleA high-net-worth client manager plays a pivotal role in the financial industry, tasked with delivering bespoke investment solutions to esteemed clients.The ideal candidate will possess exceptional interpersonal skills, fostering strong relationships and driving growth through strategic partnerships. They will stay abreast of market trends,...
-
High Net Worth Account Manager
4 days ago
Bengaluru, Karnataka, India beBeeaccountant Full time ₹ 1,04,000 - ₹ 1,30,878Job DescriptionWe are seeking an experienced professional to fill the role of High Net Worth Individual Manager.
-
High Net Worth Portfolio Manager
4 days ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,04,000 - ₹ 1,30,878Job Summary:We are seeking a skilled Wealth Underwriter to participate in the underwriting process of high-net-worth portfolio management initiatives.In this role, you will:Engage in low to moderately complex underwriting activities in support of wealth portfolio management;Analyze opportunities for process improvement within your scope of...
-
High Net Worth Client Relationship Manager
3 days ago
Bengaluru, Karnataka, India beBeeCustomer Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Job Title:PRIORITY BANKING RELATIONSHIP MANAGER - SALESWe are pleased to inform you about an exciting opportunity to join a leading bank as an NRI Relationship Manager or Burgundy Relationship Manager. The role is based in Bangalore and involves providing financial solutions to priority customers while maintaining high service standards.The ideal candidate...
-
Bengaluru, Karnataka, India beBeeFundraising Full time ₹ 25,00,000 - ₹ 45,00,000Job Title: Fundraising Professional for High Net Worth IndividualsAbout this role:We are seeking a dynamic fundraising professional with experience in securing large-ticket donations from high net worth individuals, alumni, and philanthropists. The ideal candidate will have a proven track record of developing and executing successful fundraising strategies,...
-
High Net Worth Investment Advisor
8 hours ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000Investment Expert Role">Job Overview: We are seeking a seasoned investment professional to complement our team of successful relationship managers. As an investment expert, you will play a pivotal role in advising high net worth clients on their financial portfolios.">Develop and strengthen client relationships by demonstrating an in-depth understanding of...