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Urgent | Hiring -Relationship Manager-portfolio Manage

1.00 to 10.00 Years Delhi 31 Jul, 2026

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking
Functional Area	Others
EmploymentType	Full-time

Job Description

Relationship ManagerJob Title: Relationship ManagerDepartment: Retail BankingExperience:(R etail Banking / Wealth / Sales)Key ResponsibilitiesManage and grow a portfolio of Premia customers.Acquire New-to-Bank (NTB) premium customers.Deepen existing customer relationships through regular engagement.Cross-sell banking products such as:CASAFixed Deposits (FD)Mutual FundsInsuranceDemat AccountsCredit CardsPersonal Loans & Home LoansAchieve monthly sales and revenue targets.Deliver excellent customer service and ensure customer retention.Ensure KYC, AML, compliance, and documentation are completed as per bank policies.Coordinate with internal teams for smooth customer onboarding and service delivery.Eligibilityexperience in Retail Banking, Wealth Management, or Relationship Management.Strong communication, sales, and relationship-building skills.Knowledge of investment and banking products.AMFI/NISM certification is an added advantage.Required SkillsCustomer Relationship ManagementSales & Cross-sellingPortfolio ManagementFinancial Product KnowledgeCommunication & NegotiationTarget AchievementProblem SolvingPreferred IndustryPrivate BanksWealth Management FirmsNBFCsFinancial Services

Keyskills :
mutual fundshni client handling

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Urgent | Hiring -Relationship Manager-portfolio Manage

Job Description

Urgent | Hiring -Relationship Manager-portfolio Manage Related Jobs

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