Relationship Manager - Bank

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.