9 Affluent Banking Jobs

Branch Relationship Head Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirement...

Their primary focus will be to ensure that their team delivers exceptional service, fulfilling the needs and expectations of affluent clients. They will guide their team in offering personalized banking solutions, ensuring client satisfaction, and achieving KPI metrics. Their role will also involve mentoring and developing the team, ensuring adherence to compliance standards, and driving strategic initiatives to enhance the overall client experience Role & Responsibilities: Strategy and Planning Use Program & Channel enablers for: Seamless onboarding of NTB clients through Welcome calling and Channel activation Migrate mapped customers to self-help channels for seamless transactions Increase...

10+ years of Banking experience 4yr as a BM Experience in heading a retail banking branch with responsibility overseeing daily operation in the branch and ensuring service quality standards are maintained Manage Branch Administration Audit Compliance Required Candidate profile Knowledge of Branch Banking operations compliance and processes Team Management Leadership skills Monitoring and controlling cost of acquisition of local Sales Channel/ FOS increase branch book size Perks and benefits Best in Banking Industry*

Job Title: Private Banker Advisory Location: Bangalore / Chennai / Mumbai About the Role We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies. Key Responsibilities Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite. Devise tailored asset allo...

Role Overview: The Team Lead Relationship Management is responsible for managing a team of Relationship Managers (RMs) across customer segments such as NR, Priority, and Burgundy. The role focuses on driving liability book growth, enhancing customer experience, ensuring strong portfolio quality, and mentoring RMs to meet business and service objectives effectively. Key Responsibilities: Team Leadership & Performance Management Lead a team of Relationship Managers and ensure achievement of targets related to liability book growth, fee income, and portfolio quality Provide clarity on business objectives and own the KRAs of all mapped RMs Conduct regular performance reviews and joint calls to s...

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mu...

10+ years of Banking experience 4yr as a BM Experience in heading a retail banking branch with responsibility overseeing daily operation in the branch and ensuring service quality standards are maintained Manage Branch Administration Audit Compliance Required Candidate profile Knowledge of Branch Banking operations compliance and processes Team Management Leadership skills Monitoring and controlling cost of acquisition of local Sales Channel/ FOS increase branch book size Perks and benefits Best in Banking Industry*

10+ years of Banking experience 4yr as a BM Experience in heading a retail banking branch with responsibility overseeing daily operation in the branch and ensuring service quality standards are maintained Manage Branch Administration Audit Compliance Required Candidate profile Knowledge of Branch Banking operations compliance and processes Team Management Leadership skills Monitoring and controlling cost of acquisition of local Sales Channel/ FOS increase branch book size Perks and benefits Best in Banking Industry*