First Wealth Relationship Manager - Leading Bank

AV Global Advisory Services; Hyderabad, Chennai District, Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

AV Global Advisory Services seeks an experienced Relationship Manager to handle HNI and wealth clients in Hyderabad. The role focuses on portfolio management, cross-selling banking and wealth products, and delivering high revenue through trusted client partnerships.

Ideal candidates bring 5–10 years in HNI/wealth banking, strong CRM abilities, and a deep understanding of investment products and regulatory requirements. Join a client-centric team to grow relationships and drive performance.

Qualifications

• 5–10 years of HNI/wealth client experience in banks or NBFCs with strong portfolio management background.
• Proven ability to acquire, retain and deepen client relationships with revenue targets.
• Knowledge of KYC norms and regulatory compliance requirements.

Responsibilities

• Acquire and retain HNI/wealth clients, cross-sell banking and wealth products.
• Serve as single point of contact for affluent clients with tailored solutions.
• Review client accounts to assess banking and investment needs.
• Profile risk and propose suitable investment products across asset classes.
• Coordinate with product/investment teams to generate ideas for clients.
• Ensure proper documentation and smooth transaction execution.
• Maintain compliance with regulatory standards and internal policies.
• Prepare detailed KYC reports and keep client information up to date.

Skills

CRM skills

Wealth management

Portfolio management

KYC compliance

Client acquisition

Job description

Immediate requirement for Leading bank

we are looking for Relationship Manager handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

• Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.
• Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.
• Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs.
• Risk Profiling: Identify the client's risk profile and tailor solutions accordingly.
• Investment Products: Identify and propose potential investment products based on client requirements.
• Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.
• New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.
• Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients.
• Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service.
• Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.
• KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.
• Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.
• Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.