Wealth Relationship Manager

A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations.

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.