Relationship Manager - Priority Banking/Partner Wealth

Description:

Department : Wealth Management / Priority Banking / Private Banking / Retail Banking

Open to both Individual Contributors (Non-Team Handling) and Team Managers (Team Handling Roles).

Locations:

- Ahmedabad

- Vadodara

- Surat

- Indore

- Bhopal

- Chandigarh

- Coimbatore

- Kochi

- Bhubaneswar

- Guwahati

- Other key locations across India

Key Highlights of the Role:

- Manage and grow HNI/UHNI customer relationships.

- Handling min AUM of 100 Crore and above.

- Acquire new HNI customers through referrals and networking.

- Increase share of wallet and drive revenue growth.

- Cross-sell wealth and investment products.

- Deliver exceptional customer experience and retention.

- Conduct regular portfolio reviews and investment discussions.

- Drive business through Mutual Funds, Insurance, PMS, AIF, Bonds and other wealth products.

- Build strong market presence and client networks.

- Maintain customer engagement as the single point of contact.

- Achieve acquisition, revenue and portfolio growth targets.

- Ensure timely updates of sales activities and MIS.

- Coordinate with product and investment teams for client servicing.

- Strong preference for candidates currently managing AUM of 100 Cr+.

- Experience in Wealth Management, Priority Banking, Private Banking or Affluent Banking preferred.