Strategic Wealth Growth Leader

1 day ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Senior Wealth Management Specialist

We are seeking an experienced Senior Wealth Management Specialist to lead our Private Banking operations in Mumbai.

  • Identify and pursue new business opportunities to achieve defined sales targets.
  • Built and deepen relationships with existing wealth customers to increase share of wallet and revenue.
  • Provide exceptional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Ensure ongoing self-development and portfolio management to de-risk against attrition and achieve stability of book.
  • Manage key performance indicators at the highest level and maintain complete knowledge of the customer base in terms of profile, demographics & psychographics and assets in the bank and other places.

Sales Performance:

  • Achieve targets set in terms of product mix.
  • Maximize the efficacy of the sales process through best-in-class productivity.
  • Achieve budgeted cross-sell targets and ensure coverage of customer base in accordance with the Group-approved Relationship Matrix.
  • Develop aggressive sales call plans to acquire large prospective customers through referrals.

Integration Management:

  • Manage customer transitions with utmost sensitivity and awareness of all policies and procedures issued in relation to money laundering prevention.
  • Ensure compliance with these policies and procedures on an ongoing basis and report any suspicious transactions immediately to the supervising officer.

Desired Candidate Profile:

Total experience should be 5+ years with 4-5 years into Wealth Relationship Manager/Private Banking preferably comes with his own book that he would have built over the years. Excellent communication skills are essential for this role.

  • Wealth Manager

    4 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Wealth Manager

    3 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

  • Urgent Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Strategic Wealth Management Professional

    1 day ago

    Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 22,50,000 - ₹ 33,75,000

    Strategic Wealth Management Professional Unlock new opportunities with your career.Job DescriptionIn today's fast-paced world, organizations help their customers manage and grow their wealth. As a Strategic Wealth Management Professional, you will be part of a global team serving millions of customers worldwide.Key ResponsibilitiesDevelop in-depth knowledge...

  • Strategic Growth Leader

    14 hours ago

    Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Drive Strategic GrowthAbout a global leader in integrated logistics, industry pioneers have been shaping the future of global trade and logistics for over a century.We believe in diversity, collaboration, and continuous learning to ensure our organization reflects and understands our customers.With 100,000+ employees across 130 countries, we aim to meet...

  • Strategic Wealth Manager

    21 hours ago

    Mumbai, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 2,50,00,000

    As a wealth strategist, you will play a pivotal role in helping high net worth individuals and ultra high net worth individuals achieve their long-term financial goals.Key ResponsibilitiesEstablish and maintain strong relationships with clients to drive business growth and meet performance targets.Responsible for selling various financial solutions such as...

  • Strategic Business Growth Leader

    15 hours ago

    Mumbai, Maharashtra, India beBeeGrowth Full time ₹ 1,69,34,000 - ₹ 2,03,05,000

    Strategic Business Growth LeaderDrive business growth and retention for key clients through the development and execution of strategic plans.Lead cross-functional teams to integrate media planning across digital and offline channels, ensuring a cohesive strategy.Foster strong relationships with clients, understanding their unique needs, and provide tailored...

  • Strategic Regional Growth Leader

    21 hours ago

    Mumbai, Maharashtra, India beBeeBusinessDevelopment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Senior Business Development ManagerOur organization seeks a strategic business leader to spearhead regional expansion and drive growth.Develop comprehensive business plans and execute on them with full profit-and-loss responsibility.Oversee high-profile consulting assignments, ensuring seamless execution and risk mitigation.Collaborate with clients to design...

  • Strategic Growth Leader

    3 days ago

    Mumbai, Maharashtra, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 20,00,000

    Job OverviewThe Business Development Manager role is responsible for spearheading business growth initiatives across the organization.This involves developing and implementing strategies to drive revenue expansion, foster strategic partnerships, and enhance market share.Key responsibilities include:Developing and executing business plans to meet financial...