▷ [24/10/2025] Wealth Relationship Manager (Affluent Banking)_Leading Bank

3 weeks ago


Pune, India V Konnect Full time

Job Description Role Overview: The Relationship Manager is responsible for managing and growing banking and investment relationships with High Net-Worth (HNI), Non-Resident Indian (NRI), and Ultra HNI clients. The role focuses on delivering superior service, expanding product penetration, ensuring portfolio quality, and driving revenue growth through cross-selling of liabilities and investment products. Key Responsibilities: Client Relationship Management - Manage and grow banking and investment relationships with HNI, NRI, and UHNI clients - Deliver exceptional service to exceed client expectations and retain high-value customers - Identify revenue opportunities within existing and potential client relationships Business Development & Revenue Growth - Achieve sales targets across investments, liabilities, retail assets, business banking, forex, and cards - Proactively offer a complete suite of consumer and commercial banking products to current and prospective clients - Drive wallet share increase and deeper relationship penetration Portfolio Quality & Engagement - Ensure high-quality portfolio by maintaining regular engagement with mapped clients - Monitor relationship values and take corrective actions to maintain desired standards Financial Planning & Investment Advisory - Conduct in-depth financial analysis to understand client needs - Recommend suitable investment products and financial solutions - Drive revenue through advisory-led cross-selling of mutual funds, insurance, and other investment instruments



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