Job Title: Premier Relationship Manager – Wealth / Retail Banking
Job Overview
We are looking for an experienced, high-performing Premier Relationship Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of High-Net-Worth Individual (HNWI) clients. You will serve as a trusted financial advisor, offering personalized banking, wealth management, and investment solutions to meet client financial goals and drive business growth.
Key Responsibilities
- Portfolio Management: Actively manage and nurture relationships with HNW and Ultra-HNW clients to retain and expand their wealth portfolio.
- Client Acquisition: Identify and onboard potential High-Net-Worth clients through local networking, referrals, and strategic prospecting.
- Financial Advisory: Assess clients' financial profiles, investment objectives, and risk tolerance to offer tailored wealth management, investment, and insurance products.
- Cross-Selling & Cross-Penetration: Deepen existing client relationships by cross-selling premier banking products, structured products, mutual funds, insurance, and foreign exchange services.
- Portfolio Health & Retention: Ensure high customer satisfaction, timely query resolution, and periodic portfolio reviews to maintain high retention rates.
- Compliance & KYC: Adhere strictly to internal risk policies, regulatory standards, anti-money laundering (AML) guidelines, and KYC compliance norms.
Key Requirements & Qualifications
- Education: Graduate/Post-Graduate degree in Finance, Business Administration, Commerce, or a related field (MBA preferred).
- Experience: Minimum 2+ years of proven experience in Relationship Management, Wealth Management, or Retail Banking handling HNW/Premier client portfolios.
- Key Skills:
- Strong understanding of wealth products (Mutual Funds, Insurance, Fixed Income, PMS, Structured Products).
- Excellent relationship-building, communication, and negotiation skills.
- Strong financial acumen and ability to analyze market trends.
- High ethical standards and target-driven mindset.
Salary & Benefits
- Compensation: Up to ₹6.00 LPA (Fixed) + Performance-based Incentives & Bonuses.
- Benefits: Health Insurance, Group Term Life Cover, Fuel/Travel Allowance, and defined leadership career paths.
Job Details
- Job Type: Full-time, Permanent
- Schedule: Day Shift
- Role Category: Retail Banking / Wealth Management / Direct Sales
Interested candidates can reach out directly at 6393837853
Pay: ₹35,000.00 - ₹50,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund
Work Location: In person
