Private Banking Relationship Manager

Company Description

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Role Description

This is a full-time on-site role for a Private Banking Relationship Manager located in Delhi, India. The role involves managing and nurturing relationships with high-net-worth clients, offering tailored financial solutions to meet their needs, and providing investment advisory services. The Relationship Manager will be expected to identify and develop new business opportunities, manage client portfolios, and ensure excellent service delivery. Additional responsibilities include collaborating with internal teams to provide holistic financial strategies and constantly staying informed about market trends.

Managing ?50L+ investment portfolio

Handling ?1Cr+ HNI client book

Managing 80+ affluent clients

Qualifications

• Strong relationship management, communication, and interpersonal skills
• Experience in wealth management, investment advisory, and financial planning
• Demonstrated expertise in sales, client acquisition, portfolio management, and business development
• Proficiency in financial products, market trends, and banking systems
• Ability to meet targets and deliver results under challenges
• Educational qualifications in finance, business, or a related field, such as a bachelors degree (MBA or CFA is a plus)