Relationship Manager Job Description: - Relationship Manager , Handling Affluent customers - Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP's, AIF, family wealth mgmt., Private banking RMs) - AUM Size 100 crores & Above - Very good Interpersonal skills ( Communication, Negotiation and convincing skills , Outspoken and good at explaining banking products) - Good at financial planning Advisory - Experience should be more than 3 years. Key Responsibilities: Client Relationship Management: - Manage and grow a portfolio of affluent clients (Priority Banking segment). - Build strong, trust-based relationships through regular engagement and financial reviews. - Provide end-to-end banking and wealth solutions. Sales & Business Development: - Acquire new affluent customers through referrals, leads, and own networks. - Achieve individual and team sales targets across product lines including deposits, investments, insurance, and lending. - Upsell and cross-sell relevant products. Financial Advisory: - Conduct needs-based analysis and financial planning. - Recommend investment and insurance products in line with the customer's risk profile and financial goals. - Ensure compliance with internal policies and regulatory guidelines. Customer Experience & Service: - Deliver a premium banking experience through service excellence. - Act as a single point of contact for Priority customers' banking needs. Key Requirements: - Bachelor's degree in Finance, Business, or a related field. - 3 to 5 years of relevant experience in retail or affluent banking. - Strong understanding of investment and insurance products. - Certifications in wealth management and/or regulatory licenses (e.g., AMFI, IRDA, etc., depending on location). - Excellent interpersonal and communication skills. - Proven track record in relationship management and sales.

Mumbai

Relationship Manager - Bank 

Job Description for Relationship Manager - Bank  in tenheads consultants in  Mumbai for (4-8) years of experience. Apply Now!