Relationship Manager

1 - 4 years

3 - 8 Lacs

gurugram mumbai (all areas)

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

We are hiring for RBL bank

Job Title: Relationship Manager HNI Clients (International Portfolio)

Location: Gurgaon- Female only, Mumbai- Both

Employment Type: Full-Time

Department: Wealth Management / Private Banking

Role Overview

We are seeking a dynamic and experienced Relationship Manager to manage and grow a portfolio of High Net-Worth Individuals (HNIs) with international backgrounds. The ideal candidate will possess deep financial acumen, cultural sensitivity, and a proven track record in wealth management, delivering bespoke financial solutions across borders.

Key Responsibilities

  • Develop and maintain strong relationships with HNI clients, including NRIs, expatriates, and global investors.
  • Provide personalized investment advice, portfolio management, and financial planning tailored to international needs.
  • Understand cross-border regulations, tax implications, and global investment opportunities.
  • Collaborate with internal teams (legal, compliance, investment advisory) to ensure seamless client service.
  • Identify new business opportunities through referrals, networking, and market intelligence.
  • Ensure compliance with KYC, AML, and other regulatory requirements across jurisdictions.
  • Organize exclusive client events, webinars, and engagement programs to enhance loyalty and retention.

Qualifications & Experience

  • Bachelor’s degree in any field
  • 1+ years of experience in private banking or wealth management, with exposure to international clientele.
  • Strong understanding of global financial markets, offshore banking, and international investment products.
  • Excellent communication and interpersonal skills with cultural fluency.

Skills & Competencies

  • Client-centric mindset with high emotional intelligence.
  • Strong negotiation and presentation skills.
  • Ability to navigate complex financial structures and cross-border regulations.
  • Tech-savvy with experience in CRM systems and digital wealth platforms.

Perks & Benefits

  • Competitive salary and performance-based incentives.
  • Global mobility and travel opportunities.
  • Access to exclusive investment products and training programs.
  • Health, wellness, and retirement benefits.

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