Priority Banking - Relationship Manager-Vijayawada & Nellore

About the Role

Key Responsibilities

• Manage and grow relationships with Priority/HNI customers.
• Acquire new customers through referrals and market sourcing.
• Increase wallet share through investments, insurance, and banking products.
• Provide customized financial and wealth solutions based on customer needs.
• Achieve business targets across liabilities, investments, and third-party products.
• Maintain customer profiles, CRM records, and regulatory compliance (KYC/SEBI)

Desired Skills

• Strong client relationship and stakeholder management.
• Excellent communication and sales skills.
• Good understanding of banking, wealth, and investment products.
• Ability to identify customer needs and provide suitable financial solutions.
• Strong networking, problem-solving, and target-orientation.

Eligibility

• Graduate/Postgraduate from a recognized institution.
• 6-10 years of experience in Priority Banking, Wealth Management, Private Banking, or HNI Relationship Management.
• Proficiency in English and local language.

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This version is concise and optimized for a Naukri posting while retaining the key attraction points for experienced RM/HNI candidates.