Business Development Executive - High Net Worth Individuals - Pune, Chandigarh - beBeeFinancialPlanning

    beBeeFinancialPlanning
    beBeeFinancialPlanning Pune, Chandigarh

    4 days ago

    Full time

    Job title: RM_Wealth Management

    Description

    Key Responsibilities:

    • Foster strong customer relationships by delivering exceptional banking and investment services that meet or exceed client expectations.
    • Diversify revenue streams through sales of liabilities, retail assets, business banking, forex, cards, investments, and commercial products to high net worth individuals (HNIs).

    Required Skills:

    • Sales acumen with ability to generate incremental business.
    • Strong relationship management skills with a focus on HNIs.
    ,
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