Wealth Solutions Manager

4 days ago


Anand, Gujarat, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Private Banking Opportunity

We are seeking a seasoned professional to acquire and nurture relationships with high-net-worth individuals, providing them with tailored wealth solutions.

Role Overview

This role is instrumental in generating fee income by selling investment, insurance, and banking products to private clients.

Key Responsibilities:
  • Identify and pursue new business opportunities with affluent clients.
  • Foster and manage long-term relationships with existing clients, delivering exceptional customer service and meeting their evolving needs through our comprehensive wealth solutions.
Requirements:

Should possess a strong network of high-net-worth clients, coupled with an in-depth understanding of wealth management products and services.

A successful candidate will have a proven track record of success as a relationship manager, branch manager, or regional head in the banking and financial sector, with at least 10 years of experience.



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