Retail Banking Relationship Manager

Corpzop

2 - 5 years

9 - 10 Lacs

Hosur

Posted:1 day ago| Platform:

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Skills Required

Relationship management Loans Wealth management Networking Bfsi Investment banking Fixed deposits Financial services Retail sales CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Serve as the single point of contact for HNW clients, managing all their banking and financial needs. Acquire new affluent clients through referrals, personal networking, and market insights. Build deep, long-term client relationships through regular portfolio reviews and consistent engagement. Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans. Achieve revenue and product sales targets through cross-selling and up-selling strategies. Analyze Hosur clients risk profiles and ensure appropriate asset allocation aligned with financial goals. Keep abreast of market trends to recommend timely and personalized investment solutions. Ensure high customer satisfaction and compliance with internal policies and regulatory requirements. Required Skills & Qualifications: Bachelor s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus). 2 5 years of experience in wealth management, relationship management, or retail banking in Hosur. Strong knowledge of investment products, insurance, and loan offerings. Excellent interpersonal, communication, and negotiation skills. Goal-oriented with proven track record in achieving sales targets. Proficient in CRM tools and Microsoft Office Suite. Why Join Us: Work with a prestigious private bank with a strong brand presence. Opportunity to manage premium clients and portfolios in Hosur Tamil Nadu. Career advancement opportunities in wealth and investment banking. Competitive salary + performance-based incentives. Learning and development programs for continuous growth.