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5 Affluent Banking Jobs

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6.0 - 11.0 years

7 - 13 Lacs

Pune, Maharashtra, India

On-site

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...

Posted 1 month ago

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10.0 - 20.0 years

40 - 70 Lacs

Nagpur, Chennai, Mumbai (All Areas)

Work from Office

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

Posted 2 months ago

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7.0 - 12.0 years

12 - 18 Lacs

Hyderabad, Navi Mumbai, Mumbai (All Areas)

Work from Office

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...

Posted 3 months ago

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10.0 - 20.0 years

11 - 21 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

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*

Posted 3 months ago

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10 - 20 years

15 - 30 Lacs

New Delhi, Gurugram, Delhi / NCR

Work from Office

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*

Posted 4 months ago

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