Wealth Relationship Manager

6 - 11 years

5 - 12 Lacs

Posted:2 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Private Sector Bank

Key Responsibilities:

  • Acquire and manage a portfolio of HNI and affluent clients.
  • Cross-sell banking products such as

    CASA

    ,

    Life Insurance (LI)

    , and

    Mutual Funds

    .
  • Provide personalized wealth management solutions based on client profiles and risk appetite.
  • Ensure high levels of customer satisfaction through proactive service and engagement.
  • Maintain regular client interactions and conduct portfolio reviews.
  • Comply with all banking and regulatory guidelines.

Candidate Profile:

  • Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management.
  • Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products.
  • Excellent relationship-building, communication, and sales skills.

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