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Relationship Manager
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- Posted 4 days ago
- Be among the first 10 applicants
Job Description
Wealth Relationship Manager (RM)
- Manage and grow relationships with HNI/UHNI clients.
- Acquire new clients and generate AUM & revenue.
- Understand client needs, risk profile and investment goals.
- Recommend suitable products such as MF, PMS, AIF, Bonds, Equity & Insurance.
- Conduct regular portfolio reviews and provide investment solutions.
- Drive client retention, cross-selling and referrals.
- Maintain compliance and coordinate with internal teams.
Experience: 3–8 years in Wealth Management / Private Banking / Broking / AMC.
Key Skills: HNI client handling, client acquisition, AUM growth, investment-product knowledge and strong communication.
More Info
Key Skills
Skills:
Private Banking, Relationship Management, Sales, Consultative Selling, Wealth Management, Client Acquisition, HNI Relationship Management, Banking, Client Relationship Management, Priority Banking, Business Development
Skills:
Market Research and Networking, Portfolio Management, Financial Analysis and Reporting, Credit Risk Assessment, SME Client Acquisition, Business Banking Relationship Management, Sales and Negotiation, Regulatory Compliance in Banking, Trade Finance Knowledge, Cross-functional Collaboration, Cash Management Solutions, Loan Structuring and Documentation, Customer Relationship Management CRM Software
Skills:
regulatory guidelines , Networking, Current Account Acquisition, Cold calling, Partner collaborations, SME Business Banking Liability sales, Cash Management, Transaction Banking, CMS Trade FX transactions, New-to-Bank NTB client acquisition, KYC requirements
Skills:
New Client Acquisition, Client Onboarding, Client Acquisition, Direct Sales, Ad Sales, Concept Selling, B2b Sales, SME Sales, Sales, Lead Generation, Field Work, Field Sales
Skills:
Client Acquisition & Prospecting, Relationship Management, Retention of customers, Investment Advisory, Generate revenues