Financial Solutions Specialist

4 days ago


Shimoga, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Role Overview

This key role is instrumental in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, building strong relationships with the bank.

  • Sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income.

Responsibilities:

  • Acquire New Clients for Wealth Management Services.
  • Develop and manage end-to-end customer relationships for Private Customers by fulfilling all their banking needs through wealth solutions.

Required Skills:

Strong client base with a deep understanding of Wealth Management products.

Experience as a Relationship Manager, Branch Manager, or Regional Head in the Banking & Financial domain with 10+ years of experience is preferred.



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