Senior Wealth Acquisition Specialist

1 day ago


Belgaum, Karnataka, India beBeeWealth Full time ₹ 3,50,00,000 - ₹ 5,50,00,000

High Net Worth Clients are the foundation of this role, which involves building lasting relationships with them and acquiring new clients.

This is a key position in our organization that requires you to sell investment, insurance, and banking products to generate fee income.

The following responsibilities are crucial for success:

  • Nurture and manage customer relationships from acquisition to end-end service delivery.
  • Acquire new private clients through various efforts and meet all their banking needs by offering wealth solutions such as asset management, alternative investment funds, and mutual fund products.

Key Skills Required:

A deep understanding of wealth management products is essential. We are looking for candidates with experience as relationship managers, branch managers, or regional heads who have at least 10 years of experience in the banking and financial domain.

Our ideal candidate should have a strong client base and be able to leverage their knowledge to drive business growth.



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