Relationship Manager Wealth, NRI, Current Account

We are looking for banking professionals with experience in Relationship Manager Wealth, NRI, Current Account.

Key Responsibilities:

• Acquire and manage relationships with HNI, Affluent, NRI, and Business Banking customers.

• Drive portfolio growth by acquiring and deepening relationships across Wealth, Current Account, CASA, and NRI segments.

• Provide investment advisory and recommend suitable financial solutions, including Mutual Funds, Insurance, Fixed Deposits, and other wealth products.

• Identify cross-selling opportunities across banking, wealth management, forex, liability, and other financial products.

• Generate new business through referrals, networking, customer engagement, and market mapping.

• Achieve targets for customer acquisition, portfolio growth, revenue generation, and product penetration.

• Deliver exceptional customer service while proactively managing customer portfolios and strengthening long-term relationships.

• Ensure compliance with regulatory guidelines, KYC norms, and internal banking policies.

• Collaborate with internal teams to provide seamless banking, wealth, and investment solutions to customers.

Eligibility:

• Minimum Graduate (PG preferred).

• Minimum 2 years of experience in managing customer relationship management of individuals/corporate/NRI client - private bank.

• Strong knowledge of CASA, Investment, and cross-sell products.

• Excellent communication and relationship management skills.

• Maximum age: 33 years.

Locations: Managlore, Bangalore & Chennai

CTC: Up to 12 LPA (Based on experience and interview performance).