Relationship Manager Banking Sector | 5+ Years

mckallen services

5-7 Years

Gurugram, Gurugram, India

Posted 2 hours ago

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Job Description

Location: Gurugram, Haryana / Mumbai, Maharashtra

Employment Type: Full-time

Work Mode: On-site

Experience: 5+ years in the Banking Sector

About MCKALLEN

MCKALLEN Consulting Private Limited is a global business consulting firm with over 28 years of expertise across 16+ international jurisdictions. We provide strategic solutions in Residency & Citizenship by Investment, Business Consulting, Company Incorporation, Corporate Banking and International Business Services.

About the Role

We are looking for an experienced Relationship Manager from the Banking Sector to join our team and manage relationships with HNI, affluent, and premium clients.

The ideal candidate should have 5+ years of professional experience working directly with a bank/banking institution, preferably in Relationship Management, Priority Banking, Wealth Management, Private Banking, or Premium Banking.

This role combines Relationship Management, Business Development, Consultative Sales, and Client Acquisition, with a focus on clients seeking international residency, investment, and business solutions.

*IMPORTANT- Banking experience is MANDATORY*

Candidates must have 5+ years of experience in the Banking Sector.
Candidates currently working with or having prior experience in a banking organization will be preferred.
Experience with banks such as HDFC Bank, ICICI Bank, Axis Bank, HSBC, Kotak Mahindra Bank, IndusInd Bank, Yes Bank, and other established banking institutions is relevant.
Experience handling HNI, Priority Banking, Preferred Banking, Wealth Management, Private Banking, or Premium Banking clients is strongly preferred.
Candidates whose Relationship Manager experience is primarily from IT, EdTech, Education, Real Estate, Telecom, Insurance, or other non-banking industries will not be considered.

Key Responsibilities

Build and maintain long-term relationships with HNI, affluent, and premium clients.
Identify and develop new business opportunities through existing networks and client relationships.
Understand clients financial, investment, international mobility, and business requirements.
Introduce suitable international residency, investment, and business consulting solutions.
Conduct client meetings, presentations, and consultations.
Generate qualified leads and convert prospects into clients.
Coordinate with internal teams to ensure smooth client onboarding and service delivery.
Maintain accurate client records and conduct regular client follow-ups.
Achieve assigned business development, revenue, and client acquisition targets.

Required Candidate Profile

5+ years of professional experience in the Banking Sector – Mandatory.
Currently working or previously worked with a bank/banking institution.
Experience as a Relationship Manager, Senior Relationship Manager, Priority Relationship Manager, Wealth Manager, Private Banker, or similar banking role.
Experience handling HNI / Affluent / Priority / Preferred / Wealth Management / Premium Banking clients.
Strong client relationship management and business development skills.
Strong communication and interpersonal skills in English.
Proven ability to manage sales targets and generate business.
Self-driven, target-oriented, and customer-focused.
Willingness to work in a client-facing business development role.

Qualifications

Bachelor's degree in Business, Commerce, Finance, Marketing, or a related field.
Relevant experience in Retail Banking, Priority Banking, Wealth Management, Private Banking, or HNI Relationship Management is preferred.

Why join MCKALLEN

Opportunity to work with HNI and international clients.
Exposure to international residency, investment, and business consulting.
Opportunity to build relationships with high-value clients across international markets.
Professional growth in a global consulting environment.
Attractive compensation with performance-based incentives.

Key Skills