Relationship Manager Wealth

Synergy Plus Business Consulting Group Hiring For in a pvt leading Bank

5 - 10 years

0 Lacs

bangalore hyderabad

Posted:2 weeks ago| Platform: Shine logo

Apply

Skills Required

saving account current account crp casa sales wealth management casa bdm hni relationship manager assistant manager

Work Mode

On-site

Job Type

Full Time

Job Description

Were Hiring: Relationship Manager Wealth & Business Banking

Location:Hyderabad

Key Responsibilities:

Portfolio Growth:

Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.

Revenue Generation:

Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more.

Client Acquisition & Relationship Management:

Acquire and manage high-potential clients across business, individual (Resident and NRI) segments.
Focus on quality sourcing and onboarding of potential Insignia clients.

Product Penetration:

Enhance product holding per client and increase exit barriers by offering tailored financial solutions.

Portfolio Management:

Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals.

Client Engagement:

Collaborate with product specialists to provide bespoke wealth and business banking solutions.
Partner with Client Experience Managers to ensure top-tier client servicing.

Compliance & Documentation:

Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates.

360 Client Ownership:

Provide holistic financial management with full ownership of client relationships.

Interested candidates can share their updated resume at:

More Jobs at Synergy Plus Business Consulting Group Hiring For in a pvt leading Bank

Relationship Manager

bangalore, chennai, hyderabad

3.0 - 8.0 yrs

INR 0 - 0 Lacs

Relationship Manager

jaipur

3.0 - 8.0 yrs

INR 0 - 0 Lacs

Relationship Manager Wealth

bangalore, hyderabad

5.0 - 10.0 yrs

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

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.