Relationship Manager - Private Banking

Private Banking - Relationship Manager (Private Pioneer)

Role Overview:

We are seeking an experienced Private Relationship Manager (Private RM) to join a leading private sector bank's Private Banking Division. The candidate will be responsible for managing HNI/Ultra-HNI client relationships, delivering customized wealth solutions, and deepening client engagement across investment and banking products.

Key Responsibilities:

- Acquire, manage, and retain HNI / Ultra-HNI clients in the private banking segment.

- Deliver comprehensive wealth solutions across:

- Mutual Funds (MFs)

- Portfolio Management Services (PMS)

- Alternate Investment Funds (AIFs)

- Bonds / Structured Products

- Insurance Solutions (Life, Health, General)

- Ensure end-to-end client servicing with a strong focus on compliance and client satisfaction.

- Grow the Assets Under Management (AUM) through advisory and investment solutions.

- Cross-sell CASA, Fixed Deposits, and lending products in line with client needs.

- Liaise with internal product, investment, and service teams to deliver seamless client experience.

- Maintain awareness of market trends, regulatory guidelines, and competitor offerings to provide updated advice to clients.

Candidate Profile:

- Currently working in Private Banking / Wealth Management with experience handling private clients (mandatory).

- Experience with Banks, NBFCs, AMCs, or Financial Institutions.

- Proven track record in managing HNI/Ultra-HNI portfolios.

- Strong knowledge of Mutual Funds, PMS, AIFs, Bonds, Insurance, and other wealth products.

- Excellent communication, relationship management, and advisory skills.

- Minimum 7-12 years of relevant experience in wealth/private banking.