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Relationship Manager Wealth, NRI, Current Account (Mangalore)

1.00 to 10.00 Years   Mangalore   20 Aug, 2026
Job LocationMangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Roles and Responsibilities - Acquire and manage relationships with HNI, Affluent, NRI, and Business Banking customers.- Drive growth in Wealth, Current Account, CASA, and NRI portfolios through customer acquisition and relationship deepening.- Provide investment advisory across mutual funds, insurance, and other wealth products.- Identify and execute cross-selling opportunities across banking, wealth, forex, and liability products.- Generate recent business through referrals, networking, and market mapping activities.- Achieve targets for customer acquisition, portfolio growth, revenue, and product penetration.- Ensure superior customer service, portfolio management, and regulatory compliance.- Collaborate with internal teams to deliver seamless banking and wealth solutions. .

Keyskills :
Relationship ManagementNRIBusiness BankingWealth ManagementCustomer AcquisitionInvestment AdvisoryReferralsNetworkingHNI

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