Relationship Manager

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. Key Responsibilities: - Increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. - Generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. - Acquire Potential Insignia Clients and manage both business and individual (resident and NRI) clients. - Focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. - Conduct regular portfolio allocations, reviews, and financial check-ups for clients. - Collaborate with product specialists to provide tailored wealth management and business banking solutions. - Work closely with Client Experience Managers to deliver superior service to clients. - Adhere to compliance processes and guidelines to maintain the quality of documentation and reduce rejection rates. - Ensure 360-degree client engagement and total client ownership to build strong, long-lasting relationships. Qualifications Required: - Experience in the HNI portfolio. - Willingness to work from office locations in Vadodara, Ahmedabad, and Surat. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement,