Strategic Client Acquirer

1 day ago

Delhi NCR Delhi, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

Key Responsibilities:

We are seeking a Relationship Manager to acquire and engage clients with Assets Under Management (AUM) of INR 1 million and above using a need-based approach.

  • Acquire and engage clients by understanding their financial behaviors, preferences, and goals
  • Deliver strong volume and revenue performance by targeting high-potential prospects and deepening existing client relationships

Cross-Selling & Upselling:

To drive product penetration, you will offer a full suite of DBS products and services across banking, investments, and insurance.

  • Identify cross-sell and up-sell opportunities to enhance client value and meet individual financial goals

Customer Relationship Management:

Maintain the highest levels of customer satisfaction through proactive engagement and personalized financial solutions.

  • Build long-term client relationships by understanding customer needs, financial behaviors, and preferences

Internal Coordination:

Collaborate with internal teams including Service, Distribution, and Product to ensure smooth service delivery and product fulfillment.

  • Resolve client issues and ensure a seamless banking experience through efficient stakeholder coordination

  • Strategic Client Advocate

    4 days ago

    Delhi, Delhi NCR, India beBeeStrategic Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Overview:We are seeking a Strategic Client Advocate to join our team. In this role, you will be responsible for acquiring and managing high net worth individual client relationships through tailored investment offerings.About the Role:This is an exciting opportunity to leverage your expertise in financial services and build strong relationships with...

  • Unlock Your Potential as a Client Acquisition Expert

    3 days ago

    Delhi, Delhi NCR, India beBeeCross Full time ₹ 15,00,000 - ₹ 20,00,000

    Client Acquisition SpecialistKey Responsibilities:Identify and acquire high-value clients with significant assets under management to drive revenue growth through personalized advisory services.Cross-Selling Opportunities:Foster comprehensive product coverage by strategically cross-selling DBS products and services to enhance client relationships and...

  • Strategic Client Advocate

    3 days ago

    Gurgaon / Gurugram, Delhi NCR, Delhi, India beBeeWealthManagement Full time ₹ 12,00,000 - ₹ 20,00,000

    Wealth Relationship Manager - A Key Role in Retail BankingA leading private sector bank is seeking a skilled Wealth Relationship Manager to handle high net worth and affluent clients. This role offers a unique opportunity for experienced professionals to leverage their expertise in wealth management, customer service, and sales.Main Responsibilities:Acquire...

  • Senior Client Growth Manager

    1 day ago

    Delhi NCR, Delhi, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000

    Job Title:Branch Relationship LeadJob Description:We are seeking a seasoned Relationship Banking Professional to lead our team in driving business growth, developing strong client relationships, and ensuring compliance with regulatory requirements.Key Responsibilities:Team Leadership: Lead, mentor, and coach the relationship banking team to achieve...

  • Strategic Business Growth Specialist

    5 days ago

    Delhi NCR, Delhi, India beBeeDevelopment Full time

    Business Development ManagerWe are seeking a highly motivated and results-driven Business Development Manager to join our team. In this role, you will be responsible for acquiring and managing high net worth individual (HNI) client relationships through tailored investment offerings.You will analyze and optimize portfolio performance to maximize...

  • High Salary: Strategic Client Acquisitions

    3 days ago

    Delhi, Delhi, India beBeeRelationshipBuilding Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job OverviewThe role of the Relationship Manager involves building and maintaining strong relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI) clients.As a key member of our team, you will play a crucial part in expanding business through strategic relationship-building and up-selling MF products to UHNI...

  • Senior Client Relationship Strategist

    1 day ago

    Delhi, Delhi NCR, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

    **Job Title:** Relationship ManagerKey Responsibilities:As a key member of our team, you will be responsible for acquiring and managing high net worth individual client relationships through tailored investment offerings. This will involve analyzing and optimizing portfolio performance to maximize profitability.Analyze and optimize portfolio performance to...

  • Senior Client Relationship Manager

    1 day ago

    Delhi, Delhi NCR, India beBeeClientRelationshipManager Full time ₹ 15,00,000 - ₹ 20,00,000

    Client Relationship Manager - Private BankingDevelop and implement strategic plans to acquire, deepen and retain High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) clients.Identify and pursue revenue-generating opportunities through the promotion of mutual funds, portfolio management services, alternate investment firms, and equity...

  • Strategic Client Partner

    23 hours ago

    Delhi NCR, Delhi, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

    Wealth Relationship ManagerKey Responsibilities:Manage the banking and investment relationships of high net worth, non-resident Indian, and ultra-high net worth individual clients.Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations.Identify current and potential relationships with additional revenue...

  • Strategic Client Growth Specialist

    3 days ago

    Delhi, Indore, Thiruvananthapuram / Trivandrum, India beBeeStrategic Full time US$ 8,00,000 - US$ 12,00,000

    Job Title: Strategic Client Growth Specialist About This RoleWe are seeking a skilled Relationship Manager to join our team. As a Strategic Client Growth Specialist, you will be responsible for driving revenue growth through broking of equity, derivatives, commodity, and currency products, as well as cross-selling mutual funds, PMS, and AIFs to existing NRI...