Aspire RM, RMPA, Signature RM, Insignia RM

• Key Responsibilities:
• Acquire and manage high-value individual (Resident NRI) and business clients.
• Increase liability book and investment AUM through deepening existing relationships and new client acquisition.
• Drive revenue by cross-selling business banking wealth products (Trade Forex, Insurance, Investments, Retail Assets, etc.).
• Provide portfolio reviews, financial planning, and tailored wealth management solutions.
• Collaborate with product specialists for comprehensive client engagement.
• Ensure compliance, quality documentation, and superior client servicing.
• Deliver 360 client ownership by maximizing product penetration.
  

Requirements

• 3-6 years of experience as Relationship Manager OR 6+ years for Senior RM.
• Proven expertise in Business Banking / Wealth Management (Bank/NBFC/Broking).
• Strong client acquisition, relationship management, and cross-selling skills.
• Excellent communication and financial advisory capabilities.
  

Jayalakshmisprohr@gmail.com