Job Overview
𝗥𝗼𝗹𝗲 𝗢𝘃𝗲𝗿 𝘃𝗶𝗲𝘄: We are seeking an experienced and results-driven Relationship Management Director to lead a team of Relationship Managers (RMs) within the Priority Banking segment. The role will focus on managing affluent and High-Net-Worth Individual (HNI) relationships, growing Assets Under Management (AUM), delivering exceptional client experiences, and driving sustainable business growth.
The ideal candidate will have a proven track record in wealth management, strong leadership capabilities, a client-first mindset, and the ability to develop long-term relationships with affluent customers. 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 – 𝗣𝗿𝗶𝗼𝗿𝗶𝘁𝘆 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 1. Lead and mentor a team of 6 Relationship Managers. 2. Drive AUM growth and wealth management business. 3. Acquire new affluent and HNI clients. 4. Strengthen existing client relationships and retention. 5. Promote mutual funds, SIPs, insurance, and investment products. 6. Achieve revenue and business targets. 7. Identify cross-selling and up-selling opportunities. 8. Deliver excellent customer service. 9. Develop strategies to grow Priority Banking business. 10. Monitor team performance and productivity. 11. Manage high-value client portfolios. 12. Ensure KYC, AML, and regulatory compliance. 13. Resolve escalated customer issues. 14. Coach team members to improve performance. 15. Maintain ethical conduct and customer satisfaction.
𝗜𝗱𝗲𝗮𝗹 𝗖𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲 𝗣𝗿𝗼𝗳𝗶𝗹𝗲 The ideal candidate is a proven banking or wealth management leader who combines strong commercial performance with exceptional people leadership. They should be capable of building a high-performing RM team, expanding affluent client relationships, driving AUM growth, and maintaining the highest standards of customer conduct and regulatory compliance.