Relationship Manager Wealth

15 hours ago

Bengaluru, Karnataka, India Synergy Plus Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Were Hiring: Relationship Manager Wealth Business Banking
Location:Hyderabad
Experience: 3+ Years in Banking
Industry:
Banking
Key Responsibilities
Portfolio Growth:

  • Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.

Revenue Generation

  • Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more.

Client Acquisition Relationship Management

  • Acquire and manage high-potential clients across business, individual (Resident and NRI) segments.
  • Focus on quality sourcing and onboarding of potential Insignia clients.

Product Penetration

  • Enhance product holding per client and increase exit barriers by offering tailored financial solutions.

Portfolio Management

  • Conduct regular financial check-ups, portfolio reviews, and asset allocations for all clients at defined intervals.

Client Engagement

  • Collaborate with product specialists to provide bespoke wealth and business banking solutions.
  • Partner with Client Experience Managers to ensure top-tier client servicing.

Compliance Documentation

  • Ensure adherence to internal compliance guidelines and improve documentation quality to reduce rejection rates.

360 Client Ownership

  • Provide holistic financial management with full ownership of client relationships.

Interested Candidates Can Share Their Updated Resume At
WhatsApp:

This job is provided by

  • Senior Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Relationship Manager

    6 days ago

    Bengaluru, Karnataka, India Wise Finserv Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...

  • Wealth Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India Sharekhan Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India equentis Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...

  • Manager

    2 weeks ago

    Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Company DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...

  • Wealth Manager- Agency

    2 weeks ago

    Bengaluru, Karnataka, India Aditya Birla Sun Life Insurance (ABSLI) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Client Relationship Management: Build and maintain strong relationships with clients to understand their financial goals and risk toleranceFinancial Planning: Develop comprehensive financial plans tailored to clients' needs, including investment, protection and retirement solutionsInvestment Management: Analyze market trends and identify investment...

  • Private Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India AstaGuru Prive´ Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Building Client Relationships: Develop and maintain strong relationships with high-net-worth clients, acting as their trusted advisor.Personalized Wealth Management Plans: Create customized wealth management plans based on clients' risk tolerance, time horizons, and financial objectives.Investment Advice: Provide expert investment advice and recommend...

  • Opening in leading MNC Bank as Senior Relationship Manager(Wealth)

    1 week ago

    Bengaluru, Karnataka, India TenHeads consultant Full time ₹ 33,19,800 - ₹ 39,92,352 per year

    Job Summary(individual) As a Standard Chartered Relationship Manager, you'll be responsible for managing anddeveloping relationships with high-profile clients to drive business growth and meet thebank's strategic objectives. You'll provide exceptional customer service with the provision offinancial solutions while managing operational risk and regulatory...

  • Product Owner- Wealth Management

    2 weeks ago

    Bengaluru, Karnataka, India Virtusa Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...