Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in jaipur
>
Synergy Plus Business Consulting Group
>
Relationship Manager (Wealth / Current Account / CASA)

Relationship Manager (Wealth / Current Account / CASA)

Synergy Plus Business Consulting Group

3 - 8 years

|

7 - 17 Lacs

jaipur bengaluru delhi / ncr

Posted:4 weeks ago| Platform:

Apply

Skills Required

saving account current account branch banking retail banking hni portfolio management retail liabilities wealth management hni sales casa acquisition liabilities trade and forex casa sales preferred banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Key Responsibilities

Acquire new customers across Wealth, CA, and CASA segments.
Manage and grow assigned client portfolios to achieve revenue and product targets.
Identify customer needs and recommend suitable banking products and services.
Maintain strong relationships through regular client interactions and service follow-up.
Cross-sell investment, liability, and transactional banking products.
Ensure compliance with bank policies, KYC, and regulatory guidelines.

Key Requirements

Proven experience as an RM in Wealth, Current Account, or CASA portfolios.
Strong communication, sales, and relationship-building skills.
Good understanding of banking products, financial planning, and customer profiling.
Target-driven with the ability to manage multiple client segments.

More Jobs at Synergy Plus Business Consulting Group

German Travel Consultant

India

Experience: Not specified

Salary: Not disclosed

Consultant

Pune, Maharashtra, India

Experience: Not specified

Salary: Not disclosed

STM Cash Reconciliation

Pune, Maharashtra

INR 6 - 12 Lacs

Customer Service Manager

Bengaluru, Karnataka, India

Experience: Not specified

Salary: Not disclosed

Principal

Punjab, India

Experience: Not specified

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Synergy Plus Business Consulting Group

Business Consulting and Services

Bloomington IN

RecommendedJobs for You

Relationship Manager (Wealth / Current Account / CASA)

Synergy Plus Business Consulting Group

jaipur, bengaluru, delhi / ncr

Process Specialist

Firstcall Hresource

bengaluru

Process Specialist

Firstcall Hresource

bengaluru

Senior Data Scientist

bengaluru

Gen Ai Engineer

bengaluru

Sales And Account Management Manager

hyderabad, bengaluru

Back Office Coordinator

Trueprofit Distributors Llp

vadodara

WALK-IN DRIVE For AML/KYC at Chennai on 3rd January 26.

chennai

Plc Automation Engineer

People Prime Worldwide

bengaluru

Senior Java Developer

bengaluru