Relationship Manager

Job Description

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: Manager / Sr. Manager / AVP Experience Required: 5+ Years in HNI Relationship Management Portfolio Handling Location: Delhi/NCR, Pune Role Overview We are looking for an experienced Relationship Manager to manage and grow high-net-worth individual (HNI) client portfolios for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book, and offering a holistic wealth management experience. Key Responsibilities Grow the liability and investment AUM portfolio through deepening existing relationships and acquiring new HNI clients. Drive revenue through cross-selling of wealth products: Trade Forex, Insurance, Investments, Retail Assets, etc. Ensure high-quality acquisition of potential Insignia clients . Manage a portfolio of both business and individual clients (including NRI customers). Increase product penetration by offering comprehensive solutions tailored to each client. Conduct regular portfolio reviews, allocations, and financial health check-ups . Collaborate with product experts to deliver personalized wealth and business banking solutions . Partner with Client Experience Managers to ensure superior service and satisfaction . Maintain strict adherence to compliance, documentation standards, and risk controls . Ensure complete 360 client engagement and ownership . How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your wealth management career! This job is provided by Shine.com Show more Show less