High Net Worth Relationship Manager

6 hours ago

Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 25,00,000
Elite Client Advisor

We 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 to further grow the banking relationship.
  • Plan and execute special sales initiatives and events for both prospective and existing clients.
  • Collaborate with other group companies to provide uninterrupted access to various products.

Key Responsibilities:

  • Developing and maintaining banking relationships with a select group of high net worth clients through personalized service.
  • Excellent understanding of Trade, Forex & CA, Commercial Assets like CC, OD, TL, Export Finance etc.
  • Auditory knowledge of MF and Insurance is an added advantage.
  • Client orientation, high energy levels, drive, go-getter attitude, self-motivated with a passion to succeed.

What We Offer:

  • Opportunities for growth and development in a dynamic environment.
  • Competitive compensation and benefits package.
  • Recognition and rewards for outstanding performance.

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