First Wealth Relationship Manager

ACURA SOLUTIONS LTD; Surat; On-site; INR 500,000 - 1,000,000; Full time

Job summary

ACURA SOLUTIONS LTD is seeking an experienced Relationship Manager to handle premium banking customers across multiple locations. The role focuses on building strong client relationships, understanding financial needs, and delivering tailored banking and investment solutions.

You will actively cross-sell mutual funds, insurance, fixed deposits, CASA, and other products while ensuring exceptional service and compliance.

Qualifications

• Minimum 5 years of experience in Banking, Wealth Management, Investments or Financial Services.
• Excellent communication and relationship-building skills.
• Track record of achieving sales targets and delivering customer service.

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.

Skills

Relationship building

Communication skills

Sales experience

Education

Any Graduate

Job description

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.