Financial Solutions Expert

6 days ago

Nagpur, Maharashtra, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

About this Role

This role is instrumental in acquiring high net worth and ultra high net worth clients, building long-term relationships with them.

Key responsibilities include:

  • Acquiring new business by identifying and approaching potential private banking clients.
  • Fulfilling all their banking needs through wealth solutions such as assets under management, alternative investment funds and mutual fund products.
  • Nurturing and managing end-to-end customer relationships to drive revenue growth.

To be successful in this role, you should have a strong client base and in-depth knowledge of wealth management products. Additionally, prior experience as a relationship manager, branch manager or regional head in the banking and financial sector is highly desirable.

Apart from technical skills and qualifications, we value candidates who are entrepreneurial, results-driven and possess excellent communication and interpersonal skills.

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