Bank Hiring For Wealth RM_Surat

2 days ago


Surat, Gujarat, India V Konnect Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Position: Wealth Relationship Manager

Location: Surat

Product Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI)

Industry: Banking / AMC

Roles & Responsibilities:

  • Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products.
  • Achieve monthly sales targets across investment and insurance product lines.
  • Deepen existing client relationships through regular review meetings and financial planning discussions.
  • Ensure high levels of customer satisfaction through quality service and prompt query resolution.
  • Conduct financial needs analysis to recommend appropriate investment and insurance solutions.

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