Preferred/ Imperia Relationship Manager - Leading Bank

Immediate Hiring: Relationship Manager Retail Banking

A leading bank is seeking an experienced Wealth Relationship Manager to build and manage relationships with High-Net-Worth Individual (HNI) clients. The successful candidate will understand each clients financial needs, recommend suitable banking and wealth management solutions, and contribute to business growth through responsible portfolio management and cross-selling.

Key responsibilities

• Acquire, develop, and retain HNI and wealth banking clients.
• Understand clients financial goals, risk appetite, liquidity needs, and investment time horizon.
• Review client portfolios and recommend suitable products and solutions in line with their needs and the banks policies.
• Grow client relationships by identifying opportunities across deposits, investments, lending, insurance, cards, and other relevant banking services.
• Meet assigned targets for revenue, assets under management, product penetration, and client acquisition.
• Provide responsive service, conduct regular portfolio reviews, and resolve client requests or concerns.
• Coordinate with internal product, operations, credit, and service teams to deliver a smooth client experience.
• Maintain accurate client records and ensure all interactions, documentation, and transactions follow internal policies and applicable regulatory requirements.
• Keep up to date with market developments, product features, and compliance requirements.

Candidate profile

• Experience: 512 years in wealth management, HNI relationship management, or a similar client-facing role with a bank or NBFC.
• Demonstrated experience managing HNI or affluent customer relationships and investment portfolios.
• Strong understanding of banking, investment, and wealth management products.
• Track record of achieving business and revenue targets through client acquisition, portfolio growth, and cross-selling.
• Strong communication, negotiation, and relationship-building skills.
• Client-focused approach, sound judgment, and high standards of integrity and confidentiality.
• NISM certification preferred

Intersted applicants can whatsapp profiles to 9150034555