About the opportunity
Job Overview
The Wealth Relationship Manager will be responsible for managing and growing relationships with Affluent and HNI customers, understanding their financial needs, and providing suitable investment and wealth management solutions.
The role combines relationship management, portfolio management, investment advisory, and business development, with a strong focus on customer retention and revenue generation. Manage and develop a portfolio of Affluent/HNI customers and build long-term relationships.
Understand customers' financial goals, risk profiles, and investment requirements.
Recommend suitable investment and wealth management products based on customer needs.
Drive business through Mutual Funds, Bonds, Fixed Deposits, Insurance, PMS, AIFs, structured products and other investment solutions.
Acquire new customers and deepen relationships with existing clients.
Identify cross-selling and upselling opportunities across banking and wealth products. 4+ years of experience in Branch Banking and Wealth Management.
Strong experience in Relationship Management and customer portfolio handling.
Prior experience managing Affluent/HNI customers will be preferred.
Good understanding of investment and wealth management products.
Strong knowledge of Mutual Funds, Bonds, FD, Insurance, PMS, AIFs and other investment products.