Branch Relationship Manager-Team Leading

Dream Solution Indore; Patiala District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Dream Solution Indore is seeking an experienced Relationship Manager to serve High Net Worth clients with comprehensive financial advisory and portfolio services.

You will coordinate with the bank and use wealth management tools to tailor solutions, manage risk-based portfolios, and drive cross-sell opportunities while ensuring compliance.

This role focuses on client profitability and delivering personalised financial planning.

Qualifications

• Experience in managing High Net Worth clients and delivering financial advisory services.
• Ability to design product suitability and financial planning for HNI customers.

Responsibilities

• Manage a portfolio of HNI clients and provide financial advisory services.
• Achieve budgets and revenues through third-party sales and transaction maintenance.
• Use Wealth Management applications for product suitability and financial planning.
• Act as a interface between bank and HNI customers for banking solutions and portfolio management.
• Design investment portfolios based on customer risk profiles.
• Enhance profitability by capturing larger wallet share.
• Ensure compliance and control in sales and service.
• Deepen relationships by cross-selling bank products.
• Service high net worth customers.

Skills

Relationship management

HNI clients

Financial advisory

Job description

Role & responsibilities

1. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
2. The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
3. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
4. Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
5. Designing Portfolio for investments on the basis of risk profile of customers using various applications
6. To Enhance & Retain customer profitability by capturing larger share of Wallet
7. Ensuring compliance and control in sales and service.
8. Deepen the relationship by Cross selling Banks Products.
9. Servicing of High Net Worth customers