High Net Worth Client Relationship Manager

24 hours ago

Alleppey, Kerala, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,80,000
Affluent Wealth Relationship Manager Role

Job Summary: We are seeking an experienced Affluent Wealth Relationship Manager to join our organization in a dynamic role.

Main Responsibilities:

  • Client Engagement: Build and maintain strong relationships with high net worth individuals (HNIs) and top-tier clients (TPPs), providing exceptional customer service and ensuring high levels of client satisfaction and loyalty.
  • Sales Performance: Meet or exceed sales targets for assets under management (AUM), customer base growth, and banking targets by developing and implementing customized financial solutions that meet client needs.
  • Product Knowledge: Develop a strong understanding of CA, trade, and forex, as well as asset products such as current accounts, overdrafts, term loans, and export finance.

Requirements:

  • Bachelor's degree in Marketing or Finance.
  • Minimum 2 years of experience in wealth management, insurance, or retail relationship management.
  • Excellent communication and interpersonal skills, with the ability to manage complex client requirements.

Preferred Qualifications:

  • AMFI Certification.
  • NCFM Certification (optional).
  • CAIIB.
  • IRDA.
  • Sales and influencing skills.
  • Banking product and process knowledge.
  • Relationship management and negotiation skills.
  • Planning and organizing skills.
  • Communication.
  • Knowledge of competition and current trends in the financial industry.

What We Offer:

  • A competitive salary package, including a fixed CTC plus 10% of AUM received and generated.
  • An opportunity to work with a dynamic team and contribute to the growth and success of the organization.

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