Hiring For Wealth RM and Branch Relationship Head

V Konnect

5 - 10 years

5 - 12 Lacs

Jalandhar Punjab India

Posted:3 days ago| Platform: Foundit logo

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Skills Required

Portfolio Management Risk Assessment Financial Analysis investment strategies Wealth RM Relation Manager

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

Wealth Relationship Managers

Key Responsibilities:

Acquire and manage relationships with HNI and retail clients.
Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.).
Conduct regular portfolio reviews and offer financial planning advice tailored to client needs.
Lead and mentor branch-based relationship teams to achieve targets.
Ensure seamless customer experience and high service standards.
Develop and execute strategies to expand the client base through referrals and networking.
Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.).
Maintain MIS and report performance metrics to leadership.

Skills Required:

In-depth knowledge of retail and wealth banking products.
Strong interpersonal and relationship-building skills.
Sales-driven with target-oriented mindset.
Excellent communication and client-handling abilities.
NISM or AMFI certifications preferred for Wealth RM role.

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