High Net Worth Relationship Manager

19 hours ago

Bareilly, Uttar Pradesh, India beBeeWealthManager Full time ₹ 17,00,000 - ₹ 28,00,000
Job Title:

We are seeking a seasoned Relationship Manager to build and maintain relationships with high net worth individuals (HNIs) and trust & probate planning professionals (TPPs).

The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to identify and acquire new clients while growing existing relationships.

Key Responsibilities:
  • Meet or exceed individual and business targets through effective relationship building and portfolio management.
  • Provide investment solutions and recommendations to clients, ensuring optimal returns and risk management.
  • Stay up-to-date on market trends and economic conditions to make informed decisions.
Requirements:
  • Graduation in Marketing or Finance, with a minimum of 2 years of experience in wealth management or a related field.
  • Good understanding of financial markets and economic trends.
  • Excellent communication and interpersonal skills, with the ability to negotiate and manage complex client relationships.
Preferred Skills:
  • AMFI certification, NCFM certification (optional), CAIIB certification, IRDA certification.
  • Sales and influencing skills, banking product and process knowledge, relationship management and negotiation skills.
  • Planning and organizing skills, communication skills, knowledge of competition and current trends in the financial industry.

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