01Overview
## Relationship Head - Wealth RM Team
### Role Overview
We are seeking an experienced and dynamic Relationship Head to lead a Wealth Relationship Manager team for a leading bank in the Delhi NCR region. This senior leadership role requires a seasoned banking professional who can drive wealth management business growth, mentor a high-performing RM team, and build lasting relationships with high-net-worth and ultra-high-net-worth clients. The ideal candidate will combine deep product knowledge across wealth management offerings with strong team management capabilities.
### Key Responsibilities
- Lead, manage, and mentor a team of Wealth Relationship Managers to achieve business targets and deliver exceptional client service
- Drive acquisition and retention of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through strategic relationship management
- Oversee the delivery of comprehensive wealth management solutions including investments, insurance, structured products, and portfolio advisory services
- Monitor team performance, set KPIs, and implement strategies to maximize revenue and AUM growth
- Ensure compliance with regulatory guidelines and internal risk frameworks across all wealth management activities
- Collaborate with product teams, investment advisors, and senior management to develop and refine wealth propositions
- Handle escalations and maintain strong personal relationships with key clients in the portfolio
- Conduct regular portfolio reviews and market briefings for clients and team members
### Requirements & Qualifications
- Minimum of 5 to 10 years of experience in wealth management, private banking, or relationship management within the banking or financial services sector
- Proven track record of managing and leading a team of Relationship Managers in a wealth or private banking environment
- Strong knowledge of wealth management products including mutual funds, PMS, AIF, bonds, insurance, and structured products
- Demonstrated ability to acquire, manage, and grow HNW/UHNW client relationships
- Excellent communication, negotiation, and interpersonal skills
- AMFI/IRDA certifications preferred; CFP or CFA certification will be an added advantage
- Strong analytical and problem-solving abilities with a client-centric approach
- Ability to thrive in a target-driven, fast-paced banking environment
### About the Company
V Konnect is a specialized recruitment and talent solutions firm focused on connecting skilled professionals with leading organizations across the banking, financial services, and insurance sectors. The company partners with top-tier financial institutions to fulfill critical hiring needs across leadership and mid-senior roles. .
