Relationship Manager - Insignia Preferred Banking

Hiring " Relationship Manager Insignia Preferred Banking" in a leading Bank.

Location: Kolkata

Department: Preferred Banking / Wealth Management

Experience Required Minimum 5 years in Banking Industry with AMFI & SP certified.

Job Summary:

The Relationship Manager (RM) for Insignia Preferred Banking is responsible for managing and growing a portfolio of high-net-worth (HNW) clients by delivering tailored financial solutions and premium banking services. The RM will build strong, long-term relationships with clients, providing expert advice on investments, lending, and wealth planning.

Key Responsibilities:

- Acquire, manage, and grow a portfolio of HNW clients.

- Provide personalized financial advice and exclusive banking solutions.

- Work closely with internal specialists (e.g., investment, insurance, and credit teams).

- Ensure compliance with regulatory and internal policies.

- Maintain high service standards to enhance client satisfaction and loyalty.

Qualifications:

- Bachelors degree in Finance, Business, or related field.

- Experience Required Minimum 5 years in Banking Industry with AMFI & SP certified.

- Strong knowledge of financial products, investment advisory, and wealth management.

- Excellent interpersonal and communication skills.