First Wealth Relationship Manager - HNI

ACURA SOLUTIONS LTD; Gurugram District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

ACURA SOLUTIONS LTD in India is seeking an experienced Relationship Manager to handle premium banking customers, build lasting relationships, and provide financial solutions.

The role focuses on understanding client needs, offering wealth management guidance, and increasing business through cross-selling mutual funds, insurance, deposits, and other banking products, while ensuring high service standards.

Qualifications

• Minimum 5 years of experience in Banking or Financial Services.
• Excellent communication and relationship-building skills.
• Proven ability to meet sales and revenue targets.

Responsibilities

• Manage relationships with high-value customers.
• Understand customer needs and suggest banking/investment products.
• Assist with wealth management and portfolio planning.
• Cross-sell Mutual Funds, Insurance, FDs, CASA and other solutions.
• Provide excellent customer service and resolve queries.
• Grow the business portfolio and customer engagement.
• Coordinate with branch and product teams to deliver solutions.
• Ensure compliance with bank policies and standards.

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.