About the opportunity
Job Overview
<p>A Priority Relationship Manager handles a portfolio of priority banking customers, focusing on relationship building, wealth management, and revenue generation through tailored financial products.</p> <p>Client Relationship Management
Manage and grow a portfolio of priority clients
Build long-term relationships through regular engagement
Understand financial goals, income patterns, and risk appetite
Wealth Management & Advisory
Recommend investment products (mutual funds, bonds, fixed deposits, etc.)
Cross-sell insurance and other financial products
Provide portfolio review and advisory services
Business Development
Acquire new priority clients (through referrals, leads, networking)
Increase Assets Under Management (AUM)
Meet sales and revenue targets
Customer Service Excellence
Deliver premium service experience
Resolve customer queries quickly
Conduct periodic financial reviews
Compliance & Risk
Ensure adherence to KYC and regulatory norms
Maintain proper documentation
Follow internal compliance policies</p> <p>Minimum Graduation
Minimum 5-6 years of exposure in the Branch Banking domain
At least 2-3 years of experience as Senior Relationship Manager
Must have had sales experience (liabilities products preferred)
Age Limit : 35 - 38 yrs</p>