Position: Relationship Manager Business Banking (Working Capital) Location: Bangalore, Chennai Experience: Minimum 6 years in Working Capital Sales (Private Sector Bank preferred) Education: Postgraduate in Finance / Chartered Accountant / Graduate with relevant experience About the Role We are looking for an experienced Relationship Manager to acquire and manage Business Banking Working Capital (BBWC) clients. You will be responsible for developing a portfolio of 30-40 BBG relationships, ensuring high-quality service, and driving profitability through asset and liability products. Key Responsibilities Acquire new BBWC clients through branch leads, market scoping, and networking. Manage and grow an assigned portfolio, ensuring product penetration and revenue maximization. Cross-sell banking solutions including corporate salary accounts, liabilities, and third-party products. Prepare and manage CAMs, resolve queries, and handle negotiations on rates and charges. Ensure complete documentation pre- and post-disbursement. Coordinate with credit, operations, and trade desks for smooth transaction processing. Monitor portfolio health, manage stress accounts, and ensure compliance with all banking regulations. Key Skills Strong understanding of financials and balance sheets Relationship management and sales skills Analytical and negotiation abilities Understanding of SME sector and banking products Why Join Us Opportunity to work with a leading private sector bank Growth-oriented role with attractive incentives Exposure to diverse banking products and client segments
Position: HNI Desk Head Wealth Management Location: Mumbai Experience: 7+ Years CTC: 25 to 40 LPA About the Role: We are seeking an experienced and results-driven professional to lead our HNI Desk in Mumbai. The role involves managing and growing relationships with High Net-Worth (HNI) and Ultra HNI clients, driving revenue through multiple investment products, and leading a team of wealth professionals. Key Responsibilities: Acquire and manage HNI & Ultra HNI clients with focus on revenue generation through Equity, Commodity, and Currency segments. Lead, mentor, and retain a team of HNI Relationship Managers, Advisors, and Desk Heads. Drive cross-selling of key products including Mutual Funds, PMS, Structured Products, and Insurance. Manage existing client relationships and ensure consistent portfolio growth. Provide investment advisory services, ensuring high ROI and client satisfaction. Monitor and analyze client portfolios, providing research-based recommendations. Ensure timely submission of MIS and business reports. Requirements: Minimum 7 years of experience in wealth management, investment advisory, or related domains. Proven track record of managing HNI/Ultra HNI portfolios and achieving sales targets. Strong knowledge of financial markets, mutual funds, PMS, and other investment products. Excellent leadership, relationship management, and communication skills. Based in or willing to relocate to Mumbai. Why Join Us Opportunity to work with a leading financial services brand. Attractive compensation package (25 to 40 LPA) plus performance incentives. High-growth role with leadership responsibilities and client ownership.
Job Title: NRI Relationship Manager Sales Location: Bangalore CTC: 6 LPA to 12 LPA Experience Required: Minimum 4+ years About the Role: We are seeking an experienced NRI Relationship Manager (Sales) to join our team in Bangalore. The role requires building and nurturing strong relationships with NRI clients through proactive engagement, risk profiling, and providing tailored financial solutions. The primary focus will be on client acquisition, retention, and expansion of Assets under Management (AUM). Key Responsibilities: Acquire, engage, and manage NRI clients to drive sales and achieve business targets. Conduct risk profiling and provide customized financial solutions based on client needs. Continuously expand the client base by identifying potential customers. Ensure superior client experience through consistent engagement and advisory support. Collaborate with internal teams to deliver investment products aligned with customer requirements. Focus on increasing AUM and deepening client relationships. Requirements: Minimum 4 years of experience in NRI client relationship management and sales. Strong understanding of financial products and wealth management. Excellent communication, interpersonal, and client engagement skills. Proven ability to achieve sales targets in a competitive environment. Ability to work effectively in a dynamic, fast-paced setup with multiple stakeholders. Contact Details: Email: Mobile: 8850212735