Relationship Manager Wealth, NRI, Current Account

Job Description

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

Keyskills :
casa saleshni client handlingwealth managementnri servicesrelationship managementportfolio management