Relationship Manager (Wealth) Leading Bank (Only from Banking)

Key Responsibilities:

• Manage and grow HNI banking & investment relationships.
• Drive business across CASA, Retail Assets, Business Banking, Forex, Cards & Investments.
• Acquire recent HNI customers and deepen existing relationships to increase wallet share.
• Provide financial planning and investment advisory to HNI clients.
• Generate fee income through Mutual Funds, Investments & Insurance.
• Ensure excellent customer service, portfolio quality and relationship engagement.

Ensure adherence to sales processes, client profiling, documentation and audit requirements.

Key Skills:

HNI / Wealth Management

CASA & Liability Sales

Investment & Insurance Products

Client Relationship Management

Cross-selling & Business Development

Financial Planning & Investment Advisory

Note- Only banking experience required. .