- Relationship Manager , Handling Affluent(HNI/UHNI) customers. - Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP's, AIF, family wealth mgmt., Private banking RMs) - Portfolio/AUM Size 100 crores & above - Excellent Interpersonal skills ( Communication, Negotiation, and convincing skills , Outspoken and good at explaining banking products) - Good at financial planning Advisory - Well groomed, Excellent communication Skills Location : Noida, Gurgaon, Delhi. Exp. 3 Years relevant in (Wealth and Liabilities Products) Role Summary: - The Affluent Relationship Manager is responsible for managing a portfolio of High Net Worth (HNW) clients, ensuring superior service delivery, and offering tailored investment and banking solutions. - The goal is to deepen wallet share, increase Assets Under Management (AUM), and deliver a high-quality client experience. Key Responsibilities: - Acquire and manage relationships of affluent/HNI clients. - Grow portfolio size by cross-selling wealth, investment, and insurance products (MFs, bonds, PMS, AIFs, FDs, SIPs, life/general insurance). - Conduct regular portfolio reviews and financial planning for clients. - Monitor client satisfaction and maintain strong long-term relationships. - Ensure adherence to internal & external compliance guidelines. - Coordinate with product teams to create personalized client solutions. - Drive monthly/quarterly revenue and AUM targets. - Leverage CRM and data analytics to track client behavior and opportunities. Key Skills Required: - Strong knowledge of investment and wealth products. - Understanding of banking operations, compliance, and regulatory guidelines. - Excellent communication, interpersonal, and presentation skills. - Customer-centric approach and proactive problem solving. - Certifications like NISM VA, IRDA preferred. - Ability to manage high-value clients and portfolios.

Noida

Delhi NCR

Gurgaon/Gurugram

Relationship Manager - Bank 

Job Description for Relationship Manager - Bank  in Tenheads in  Noida Delhi NCR Gurgaon/Gurugram for (5-14) years of experience. Apply Now!