Hi
We are hiring for one of the leading MNC Bank.
Job Title: Priority Relationship Manager
Department: Wealth Retail Banking
Location : Gurugram
Employment Type: Full-Time / Permanent
Required Skills Competencies:
- Proven experience in relationship management, wealth management, or HNI banking .
- Strong sales, cross-selling, and up-selling skills .
- Knowledge of banking products, investments, insurance, loans, and financial planning .
- Excellent communication, negotiation, and client advisory skills .
- Client-centric mindset with strong focus on customer retention and satisfaction .
- Understanding of risk management, regulatory compliance, and AML/KYC procedures .
- Ability to work in a team and deliver results in a target-driven environment .
Job Summary:
We are looking for an experienced
Priority Relationship Manager to manage and grow a portfolio of
High Net-Worth (HNI) and affluent clients . The role focuses on
client acquisition, portfolio management, cross-selling of banking and wealth products , and ensuring
high client satisfaction .
Key Responsibilities:
- Build and maintain strong relationships with HNI and priority banking clients .
- Acquire new clients and expand existing client portfolios .
- Provide wealth management advisory , including investments, insurance, loans, and deposits .
- Achieve assigned sales targets and revenue growth KPIs .
- Ensure compliance with KYC, AML, and regulatory requirements .
- Collaborate with internal specialists to provide comprehensive financial solutions .
- Maintain accurate CRM records and reporting .
Required Skills Competencies:
- Proven experience in relationship management, wealth management, or HNI banking .
- Strong sales, cross-selling, and up-selling skills .
- Knowledge of banking products, investments, insurance, loans, and financial planning .
- Excellent communication, negotiation, and client advisory skills .
- Client-centric mindset with strong focus on customer retention and satisfaction .
- Understanding of risk management, regulatory compliance, and AML/KYC procedures .
- Ability to work in a team and deliver results in a target-driven environment .
Qualifications:
- Bachelors degree in Finance, Commerce, Business Administration , or related field.
- 2+ years of experience in priority banking, wealth management, or relationship management
If interested, kindly send your resume to [Confidential Information] or can call on 9759214474
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