Wealth Relationship Manager (Affluent Banking)_Leading Bank

Role Overview:

The Relationship Manager is responsible for managing and growing banking and investment relationships with High Net-Worth (HNI), Non-Resident Indian (NRI), and Ultra HNI clients. The role focuses on delivering superior service, expanding product penetration, ensuring portfolio quality, and driving revenue growth through cross-selling of liabilities and investment products.

Key Responsibilities:

Client Relationship Management

• Manage and grow banking and investment relationships with HNI, NRI, and UHNI clients
• Deliver exceptional service to exceed client expectations and retain high-value customers
• Identify revenue opportunities within existing and potential client relationships

Business Development & Revenue Growth

• Achieve sales targets across investments, liabilities, retail assets, business banking, forex, and cards
• Proactively offer a complete suite of consumer and commercial banking products to current and prospective clients
• Drive wallet share increase and deeper relationship penetration

Portfolio Quality & Engagement

• Ensure high-quality portfolio by maintaining regular engagement with mapped clients
• Monitor relationship values and take corrective actions to maintain desired standards

Financial Planning & Investment Advisory

• Conduct in-depth financial analysis to understand client needs
• Recommend suitable investment products and financial solutions
• Drive revenue through advisory-led cross-selling of mutual funds, insurance, and other investment instruments