Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: Manager / Sr. Manager / AVP Experience Required: 5+ Years in HNI Relationship Management Portfolio Handling Location: Delhi/NCR, Pune Role Overview We are looking for an experienced Relationship Manager to manage and grow high-net-worth individual (HNI) client portfolios for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book, and offering a holistic wealth management experience. Key Responsibilities Grow the liability and investment AUM portfolio through deepening existing relationships and acquiring new HNI clients. Drive revenue through cross-selling of wealth products: Trade Forex, Insurance, Investments, Retail Assets, etc. Ensure high-quality acquisition of potential Insignia clients . Manage a portfolio of both business and individual clients (including NRI customers). Increase product penetration by offering comprehensive solutions tailored to each client. Conduct regular portfolio reviews, allocations, and financial health check-ups . Collaborate with product experts to deliver personalized wealth and business banking solutions . Partner with Client Experience Managers to ensure superior service and satisfaction . Maintain strict adherence to compliance, documentation standards, and risk controls . Ensure complete 360 client engagement and ownership . How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your wealth management career! This job is provided by Shine.com Show more Show less

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: Manager / Sr. Manager / AVP Experience Required: 5+ Years in HNI Relationship Management Portfolio Handling Location: Delhi/NCR, Pune Role Overview We are looking for an experienced Relationship Manager to manage and grow high-net-worth individual (HNI) client portfolios for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book, and offering a holistic wealth management experience. Key Responsibilities Grow the liability and investment AUM portfolio through deepening existing relationships and acquiring new HNI clients. Drive revenue through cross-selling of wealth products: Trade Forex, Insurance, Investments, Retail Assets, etc. Ensure high-quality acquisition of potential Insignia clients . Manage a portfolio of both business and individual clients (including NRI customers). Increase product penetration by offering comprehensive solutions tailored to each client. Conduct regular portfolio reviews, allocations, and financial health check-ups . Collaborate with product experts to deliver personalized wealth and business banking solutions . Partner with Client Experience Managers to ensure superior service and satisfaction . Maintain strict adherence to compliance, documentation standards, and risk controls . Ensure complete 360 client engagement and ownership . How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your wealth management career! This job is provided by Shine.com Show more Show less

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: Manager / Sr. Manager / AVP Experience Required: 5+ Years in HNI Relationship Management Portfolio Handling Location: Delhi/NCR, Pune Role Overview We are looking for an experienced Relationship Manager to manage and grow high-net-worth individual (HNI) client portfolios for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book, and offering a holistic wealth management experience. Key Responsibilities Grow the liability and investment AUM portfolio through deepening existing relationships and acquiring new HNI clients. Drive revenue through cross-selling of wealth products: Trade Forex, Insurance, Investments, Retail Assets, etc. Ensure high-quality acquisition of potential Insignia clients . Manage a portfolio of both business and individual clients (including NRI customers). Increase product penetration by offering comprehensive solutions tailored to each client. Conduct regular portfolio reviews, allocations, and financial health check-ups . Collaborate with product experts to deliver personalized wealth and business banking solutions . Partner with Client Experience Managers to ensure superior service and satisfaction . Maintain strict adherence to compliance, documentation standards, and risk controls . Ensure complete 360 client engagement and ownership . How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your wealth management career! This job is provided by Shine.com Show more Show less

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: AM/DM Experience Required: 2+ Years in CASA, Relationship Management Portfolio Handling Location: Delhi/NCR, Pune, Chennai, Bangalore Role Overview We are looking for an experienced Relationship Manager (Branch Banking) portfolios management for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book. Key Responsibilities 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 A cquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthe n and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 D eepening of Portfo lio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for relationships sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your career! This job is provided by Shine.com Show more Show less

Dear Candidate, Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank Position: Relationship Manager Grade: AM/DM Experience Required: 2+ Years in CASA, Relationship Management Portfolio Handling Location: Delhi/NCR, Pune, Chennai, Bangalore Role Overview We are looking for an experienced Relationship Manager (Branch Banking) portfolios management for a reputed private sector bank . The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book. Key Responsibilities 1 Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products 2 A cquiring new relationships through references and catchment mapping 3 Sourcing Family a/cs to strengthe n and enhance the relationship 4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit cards ad this is an entry level segment 5 D eepening of Portfo lio by cross selling various revenue products like Assets, TPP and Liabilities 6 Ensuring the customers are meeting the criteria for relationships sourcing quality a/cs 7 Achieving CASA and Total Deposit targets set for the RM 8 Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers 9 Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed 10 Channel penetration like netbanking, mobile banking, Bill payments , SI registrations and ASBA setup How To Apply Send your updated resume to: recruiter4.spbcgroup@gmail.com Contact Hemlata at 9315128588 for more information. Join a dynamic team and take the next step in your career! This job is provided by Shine.com Show more Show less