Relationship Manager - Team Lead Wealth Management

We are hiring for SBI Bank for Wealth Management Department.

leading the Wealth Management Relationship Team

Locations

Gandhinagar, Bengaluru, Bhubaneshwar, Chennai, Hyderabad, Thiruvananthapuram

Educational Qualification (as on 01.05.2025):

Mandatory:

• Graduate from a Government recognized University or Institution.

Preferred:

• MBA (Banking / Finance / Marketing) with a minimum of 60% marks from a recognized University or Institution.
• Professional certifications such as

  CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A

  .

Post-Qualification Experience (as on 01.05.2025):

Mandatory:

• Minimum

  8 years of post-qualification experience

  in

  Relationship Management

  , preferably in

  Wealth Management

  with leading Public/Private/Foreign Banks, Broking/Securities Firms, or Asset Management Companies (AMCs).

• Experience as a Team Lead

  will be an added advantage.

Key Responsibilities:

Business & Sales Management

• Lead a team of

  Relationship Managers (RMs)

  to drive business objectives for the Wealth Management segment.
• Acquire, nurture, and grow relationships within the

  Affluent and HNI client base

  to achieve revenue and growth targets.
• Increase

  Total Relationship Value (TRV)

  and

  Assets Under Management (AUM)

  through effective client engagement and cross-selling.

Client Relationship Management

• Conduct

  Financial Needs Analysis (FNA)

  and

  Risk Profiling

  for clients.
• Manage end-to-end client servicing, ensuring timely execution of transactions and consistent portfolio reviews.
• Promote a full suite of financial solutions including

  Investments, Life & General Insurance, SIPs, and CASA products

  .
• Strengthen client relationships through

  household-level acquisition and retention strategies

  .

Team Leadership & Performance

• Allocate leads and client portfolios effectively among team members.
• Monitor team productivity and ensure adherence to sales and compliance targets.
• Drive

  product per customer (PPC)

  penetration across wealth and banking products.

Compliance & Governance

• Ensure full compliance with internal systems, processes, and regulatory guidelines.
• Guarantee

  100% transaction documentation

  and

  same-day client instruction execution

  .

Branch & Market Development

• Conduct

  investment and insurance seminars

  and

  client awareness programs

  to promote financial literacy.
• Collaborate with branch teams to enhance client acquisition, cross-sell, and channel migration initiatives.
• Undertake additional assignments as entrusted by the Bank from time to time.

Core Competencies:

• Wealth Management and Financial Advisory Expertise
• Team Leadership and Sales Management
• Client Acquisition and Relationship Deepening
• Product Knowledge: Investments, Insurance, CASA, Loans
• Compliance Orientation and Risk Awareness
• Strong Communication, Negotiation, and Interpersonal Skills

Apply below:

hr.09@tnmhr.com

+91 98927 23471