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Urgently Hiring for top Private Banks

1.00 to 10.00 Years   Noida, DelhiDelhi, Gurugram   31 Jul, 2026
Locus Enterprises
Job LocationNoida, DelhiDelhi, Gurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    RM (Relationship Manager) -Relationship Manager Banking (commonly at Banks) focuses on revenue generation,high-net-worth client acquisition, and cross-selling wealth management and business banking products.Core Responsibilities Portfolio Growth: Increase liability books and Investment AUM (Assets Under Management) portfolio sizes through new acquisitions and deepening existing client relationshipsRevenue Generation:Cross-sell business banking and wealth products including trade forex, insurance, mutual funds, investments, and retail assets.Client Acquisition & Management:Source high-quality, potential high-net-worth Insignia clients (resident and NRI individuals or business owners).Portfolio Reviews: Perform regular portfolio allocations, reviews, and financial check-ups for each assigned client.Service & Compliance: Coordinate with client experience managers for top-tier service delivery while strictly adhering to internal compliance, KYC, and AMLguidelines.Qualifications & RequirementsEducation: Minimum Graduate; an MBA or post-graduate degree is preferred.Experience: Generally 3 to 6 years for a standard RM role, and 6 to 10 years for a Senior RM or AVP grade position in wealth management or business banking with banks/NBFCs.Key Skills: Strong financial acumen, cross-selling capabilities, portfolio management, and excellent interpersonal communication.5 sites

Keyskills :
cold callinghni client handlingportfolio management

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