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High Net Worth Banking Specialist

Place of work Work from home
Contract type Full-time
Start date 4 hours ago
Salary -

Job details

Job description, work day and responsibilities

Job Overview

We are seeking a seasoned professional to join our team as a High Net Worth Banking Specialist. As a key member of our banking team, you will be responsible for providing exceptional service to our high net worth clients and helping them achieve their financial goals.
• Your Key Responsibilities:
• Enhance the value of our savings account portfolio through cross-selling, leading to increased fee income.
• Acquire new accounts from group companies, family of existing customers, and referrals from existing customers.

Role Description

In this role, you will work closely with our Head of Relationship Management to establish synergies for maximum penetration of investment and insurance sales to new customers. You will also be responsible for deepening into our existing book, increasing the average revenue per customer, and ensuring risk profiling is done for each customer.

Skills and Qualifications
• 7-12 years of experience in servicing or sourcing high net worth clients.
• Excellent communication skills in English and a well-groomed appearance.
• Minimum graduation qualification.
• Good knowledge of investments, wealth management, mutual funds, PMS, and insurance.

Benefits

This is an individual contributor role that requires a senior banker with a strong background in high net worth banking. If you have a passion for delivering exceptional service and helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Company address

India
Delhi Show on map Get directions
Company Name: beBeeInvestment
You will be redirected to another website to apply.
Apply and send CV
Offer ID: #1181190, Published: 4 hours ago, Company registered: 3 months ago

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