SBI - Team Lead - Relationship Manager - Wealth Management

2 weeks ago

Amritsar, India State Bank Of India Full time

Description:We are hiring for SBI Bank for Wealth Management Department.This role is responsible for leading the Wealth Management Relationship Team, driving business growth through acquisition and deepening of HNI and Affluent client relationships.The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV) and Assets Under Management (AUM) while maintaining compliance and client satisfaction standards.Locations: Amaravati, Chandigarh, Guwahati, Jaipur, Mumbai Metro, New Delhi.Educational Graduate from a Government recognized University or MBA (Banking / Finance / Marketing) with a minimum of 60% marks from a recognized University or Institution.- Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A.Post-Qualification Experience 8 years of post-qualification experience in Relationship Management, preferably in Wealth Management with leading Public/Private/Foreign Banks, Broking/Securities Firms, or Asset Management Companies (AMCs).Experience as a Team Lead will be an added advantage.Key & Sales Management:- Lead a team of Relationship Managers (RMs) to drive business objectives for the Wealth Management segment.- Acquire, nurture, and grow relationships within the Affluent and HNI client base to achieve revenue and growth targets.- Increase Total Relationship Value (TRV) and Assets Under Management (AUM) through effective client engagement and cross-selling.Client Relationship Management:- Conduct Financial Needs Analysis (FNA) and Risk Profiling for clients.- Manage end-to-end client servicing, ensuring timely execution of transactions and consistent portfolio reviews.- Promote a full suite of financial solutions including Investments, Life & General Insurance, SIPs, and CASA products.- Strengthen client relationships through household-level acquisition and retention strategies.Team Leadership & Performance:- Allocate leads and client portfolios effectively among team members.- Monitor team productivity and ensure adherence to sales and compliance targets.- Drive product per customer (PPC) penetration across wealth and banking products.Compliance & Governance:- Ensure full compliance with internal systems, processes, and regulatory guidelines.- Guarantee 100% transaction documentation and same-day client instruction execution.Branch & Market Development:- Conduct investment and insurance seminars and client awareness programs to promote financial literacy.- Collaborate with branch teams to enhance client acquisition, cross-sell, and channel migration initiatives.- Undertake additional assignments as entrusted by the Bank from time to time.Core Competencies:- Wealth Management and Financial Advisory Expertise.- Team Leadership and Sales Management.- Client Acquisition and Relationship Deepening.- Product Knowledge: Investments, Insurance, CASA, Loans.- Compliance Orientation and Risk Awareness.- Strong Communication, Negotiation, and Interpersonal Skills. (ref:iimjobs.com)

  • Sr. Relationship Manager

    23 hours ago

    Amritsar, Punjab, India Standard Chartered Full time

    Creating a better online experience with cookies We care about your experience online that s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience To choose what cookies you want to accept select Manage cookies To accept all cookies for the best possible experience select Accept all If...

  • Priority Relationship Manager

    1 week ago

    Amritsar, Punjab, India Standard Chartered Full time

    Job Summary Job Summary As a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory...

  • Team Lead

    5 days ago

    Amritsar, India Paytm Payment Gateway Full time

    Job Description About Us : Paytm is India's leading mobile payments and financial services platform. As the pioneer of mobile QR payments, we empower millions of merchants and consumers to transact digitally. Our mission is to bring half a billion Indians into the mainstream economy using innovative technology. About the team : EDC & Soundbox is one of...

  • Business Development Manager

    5 days ago

    Amritsar, Punjab, India Million Minds Management Services Ltd. Full time

    CANDIDATE FROM STAFFING INDUSTRY CAN BE PREFERREDSpecialization in Temp Staffing Sales, Permanent Staffing Sales, and Non-IT Staffing Sales.Company Name:Million Minds Management Services Ltd.Job Title:Business Development Manager (BDM) / Sr. BDMIndustry:Staffing / Recruitment IndustryExperience:5–25 YearsNotice Period:Immediate or 15...

  • Associate Team Lead

    6 days ago

    Amritsar, Punjab, India Bunge Full time

    Location : MohaliCity : MohaliState : Punjab (IN-PB)Country : India (IN)Requisition Number : 41477About Bunge:Bunge Limited , NYSE: BG) is a leading global agribusiness and food company operating in over 40 countries with approximately 35,000 employees. Bunge buys, sells, stores and transports oilseeds and grains to serve customers worldwide; processes...

  • Team Lead

    18 hours ago

    Amritsar, India Bunge Full time

    City : Mohali State : Punjab (IN-PB) Country : India (IN) Requisition Number: 42890 Global Job TitleGlobal FunctionGlobal DepartmentOrganizational LevelSize of team reporting in and type Role Purpose Statement Main Accountabilities Knowledge and Skills Behavior Technical Education & Experience Team Lead - PTP Business Services Finance Reporting to Manager...

  • Team Lead

    2 days ago

    Amritsar, Punjab, India Bunge Full time

    Location : MohaliCity : MohaliState : Punjab (IN-PB)Country : India (IN)Requisition Number : 41947Role Purpose Statement :This role, reporting to the Freight Operations Lead , who is in turn part of the Trade Execution leadership team will be responsible for all aspects of the voyage ranging from the initial cleaning instructions, planning and effective...

  • Branch Relationship Manager

    1 week ago

    Amritsar, Gurugram, Rohtak, India Supro Consulting Full time

    Handle the walk-in customer Maintain the relationship with colleagues Take a followed up of given leadTo manage the sales of the bank.Giving support and motivation to generate the business.Providing financial services to clients. Required Candidate profile• Education : Any Graduate With Good Communication• Experience : Must 2 YRS of BFSI Sale / Banking...

  • Team Lead

    5 days ago

    Amritsar, India R Systems Full time

    Location: Remote Experience: 8–11 years Role Overview: As a Senior Lead Engineer , you will lead development teams to deliver robust payment solutions based on ISO 20022 and Instant Payment standards. Key Responsibilities: Lead design and development of payment processing modules. Ensure adherence to architectural guidelines and coding standards. Mentor...

  • Associate Team Lead

    2 days ago

    Amritsar, Punjab, India Bunge Full time

    Location : MohaliCity : MohaliState : Punjab (IN-PB)Country : India (IN)Requisition Number : 41943Role Purpose StatementThe overall responsibility of the Associate Team Lead is to keep track of the Demurrage/Dispatch files of the team members, keep a track on the daily emails and ad-hoc requests coming from Freight and Commercial teams. Review each fixture's...