Wealth Relationship Manager

2 days ago


Delhi Delhi NCR, India beBeeRelationship Full time
Job Description

Wealth Relationship Manager is a key role within the banking and investments segment, responsible for driving business growth through strategic client relationships.

  • Develops and maintains strong connections with high net worth individuals (HNI) and non-resident Indians (NRI) to identify potential revenue opportunities.
  • Delivers exceptional customer service by providing tailored solutions that exceed client expectations.
  • Identifies and capitalizes on additional revenue streams by proactively engaging with clients and expanding product offerings.

Key Responsibilities:
  • Manage and grow liabilities and investment businesses from HNI/NRI/UHNI segments.
  • Expand customer relationships through sales of consumer and commercial products.
  • Drive higher product and channel penetration to deepen mapped relationships and increase wallet share.

Required Skills and Qualifications:

To succeed in this role, you will require excellent communication and interpersonal skills, with a strong ability to build rapport with clients. A background in sales or account management would be advantageous.


Benefits:

This role offers a dynamic and challenging environment, with opportunities for professional growth and development. You will be part of a collaborative team working towards common goals.


Working with Us:

We are committed to providing a supportive and inclusive workplace culture, where our employees can thrive and reach their full potential.



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