High Net Worth Relationship Manager

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000
Senior Wealth Manager

This role involves managing relationships with affluent clients to understand their financial needs and provide tailored solutions that align with the company's values.

Key Responsibilities:
  • Identify and acquire new customers to expand the client base through strategic outreach and relationship-building.
  • Develop and implement effective strategies to increase revenue and grow Assets Under Management (AUM) by leveraging expertise in investment products and services.
  • Build strong, long-term relationships with existing clients to ensure customer satisfaction and retention through excellent communication and interpersonal skills.
Requirements:
  • Minimum 2 years of experience in wealth management or a related field, preferably with a proven track record of success.
  • Strong understanding of financial markets, economic trends, and investment products, including CA, Trade & Forex, CMS, and Asset products.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate complex financial information to clients.
  • Ability to manage complex client requirements and develop tailored solutions that meet their unique needs.

Familiarity with:

  • Current account acquisition, product & processes, trade & forex, and other current account related products.
  • Graduation/Post-Graduation in Marketing/Finance, with a focus on business development and financial analysis.

Certifications:

  • AMFI Certification, demonstrating expertise in financial markets and investment products.
  • NCFM Certification (Optional), providing additional credentials for advanced financial knowledge.
  • CAIIB, IRDA, and Sales and Influencing Skills certifications, highlighting proficiency in customer engagement and sales techniques.
  • Banking Product & Process Knowledge, showcasing expertise in financial operations and process management.
  • Relationship Management and Negotiation Skills, demonstrating ability to build and maintain strong client relationships.
  • Planning and Organizing Skills, emphasizing capacity for strategic planning and execution.
  • Communication, highlighting exceptional verbal and written communication skills.
  • Knowledge of Competition & Current trends in financial Industry, ensuring familiarity with market conditions and emerging trends.

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