First Wealth Relationship Manager

ACURA SOLUTIONS LTD; Gurugram District; Presencial; INR 600 000 - 1 000 000; Tempo integral

Resumo da oferta

ACURA SOLUTIONS LTD is seeking an experienced Relationship Manager First Wealth to handle premium banking customers across multiple locations in India. The role focuses on building strong client relationships, delivering financial solutions, and expanding the business with cross-sell opportunities in banking, investments, and wealth management.

Responsibilities include managing high-value relationships, understanding client needs, providing tailored financial advice, and coordinating with

Qualificações

• Minimum 5 years of experience in Banking, Wealth Management, Investments, or Financial Services.
• Strong communication and client relationship skills.
• Ability to meet business and revenue targets.

Responsabilidades

• Manage and maintain relationships with high-value customers.
• Understand customer financial needs and suggest suitable banking and investment products.
• Help customers with wealth management, portfolio planning, and financial advisory services.
• Cross-sell products such as Mutual Funds, Insurance, Fixed Deposits, CASA, and other banking solutions.
• Ensure excellent customer service and resolve customer queries.
• Increase customer engagement and grow the business portfolio.
• Follow all bank policies, compliance, and service standards.
• Work closely with branch and product teams to provide the best solutions to customers.

Conhecimentos

Communication skills

Relationship building

Sales experience

Formação académica

Any Graduate

Descrição da oferta de emprego

Relationship Manager First Wealth

Location: Multiple Locations

Experience: 5+ Years in Banking, Wealth Management, Insurance, Investments, or Financial Services

Qualification: Any Graduate

Job Summary

We are looking for an experienced Relationship Manager to handle premium banking customers and help them with their financial needs. The role involves building strong customer relationships, providing financial solutions, and increasing business through cross-selling banking products.

Key Responsibilities

• Manage and maintain relationships with high-value customers.


• Understand customer financial needs and suggest suitable banking and investment products.


• Help customers with wealth management, portfolio planning, and financial advisory services.


• Cross-sell products such as Mutual Funds, Insurance, Fixed Deposits, CASA, and other banking solutions.


• Ensure excellent customer service and resolve customer queries.


• Increase customer engagement and grow the business portfolio.


• Follow all bank policies, compliance, and service standards.


• Work closely with branch and product teams to provide the best solutions to customers.

Candidate Requirements

• Minimum 5 years of experience in Banking, Wealth Management, Investments, or Financial Services.


• Good communication and relationship-building skills.


• Strong sales and customer handling experience.


• Ability to achieve business and revenue targets.