Wealth TL _ Bank _ Kochi

2 days ago

Cochin, Kerala, India V Konnect Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

  • Lead a team of Relationship Managers (RMs) / Wealth Advisors in the Private Client / affluent / high-net-worth (HNW) segment.
  • Drive acquisition, retention, and growth of private-client relationships.
  • Act as a bridge between frontline sales (RMs) and broader bank strategy / product teams.

  • Manage risk, compliance, and client onboarding, ensuring high service standards.

  • Client Acquisition & Growth

  • Work with team to identify and source new private client or high-net-worth clients.

  • Develop and implement strategies for client acquisition, targeting both onshore and offshore markets (depending on region).

  • Drive business growth through enhancing client wallet sharedeposit, investment, lending, insurance, etc.

  • Relationship Management

  • Oversee RMs to ensure they deliver holistic wealth advice: investments, trust, legacy planning, credit, etc.

  • Guide the team in understanding client needs, mapping to bank product solutions.

  • Ensure high-touch service team to maintain regular client engagement, portfolio reviews, and proactive advisory.

  • Product & Solution Advisory

  • Work closely with product teams (investments, credit, trust, insurance) to deliver tailored solutions.

  • Ensure RMs are well-equipped with knowledge on bank's wealth offerings (funds, bonds, equities, discretionary mandates, structured products).

  • Risk, Compliance & Onboarding

  • Ensure all client onboarding is compliant: KYC / AML documentation, risk profiling, suitability checks.

  • Work with compliance, legal, and operations teams to ensure governance standards are maintained.

  • Oversee periodic review of client documentation and risk assessments.

  • Business Strategy & Planning

  • Define and execute the private client team's business plan in alignment with broader bank wealth management / consumer banking goals.

  • Monitor market trends, competitor landscape, and client behavior to adapt strategy.

  • Prepare business reports, forecast AUM growth, and track key metrics (conversion rates, attrition, revenue per RM, etc.).

  • Stakeholder Management

  • Liaise with senior management to communicate team performance, challenges, and roadmap.

  • Coordinate with marketing, product, operations, and trust / fiduciary teams to roll out initiatives.

  • Represent the team in senior forums and drive cross-department collaboration.

  • Client Events & Brand Building

  • Lead or support high-profile client events, seminars, and networking forums to engage private clients.

  • Promote bank Treasures / wealth brand through thought leadership, client education, and relationship-building.

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