Job Overview
Relationship manager high-net-worth affluent banking portfolios, drives revenue through wealth and banking products, and secures new client acquisitions Generate revenue by sourcing new-to-bank relationships from target segments.Cross-sell wealth and business banking products to individual and business owners.Maintain total 360-degree client ownership and engagement.
Key ResponsibilitiesPortfolio Growth: Grow liability books and investment Assets Under Management (AUM) through new acquisitions and existing portfolio deepening.Cross-Selling: Drive revenue via business banking and third-party wealth products like Trade Forex, Life/General Insurance, Mutual Funds, PMS, and Retail Assets.Client Management: Handle both individual (resident and NRI) and business clients, serving as the primary point of contact.Financial
Reviews: Conduct regular portfolio allocations, periodic financial check-ups, and reviews.
Team Collaboration: Partner with product specialists and Client Experience Managers to deliver tailored financial solutions and top-tier service.
Compliance: Adhere strictly to internal compliance guidelines, banking policies, and documentation standards to minimize rejections.
Qualifications & ExperienceEducation: Minimum graduate degree; an MBA or post-graduate degree is preferred. Experience: Relationship Manager: 3 to 6 years of relevant experience .Senior Relationship Manager: 6+ years of experience. Background: Prior working history in Wealth Management, Affluent/Private Banking, CASA portfolios, or business banking within banks or brokerage houses