Head - Relationship Banking - ( Team Role)

AV Global Advisory Services; Chennai District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

AV Global Advisory Services is seeking an experienced leader to supervise and mentor the HNW channel, guiding Relationship Managers to achieve income targets and deliver exceptional service to high-net-worth clients.

The role focuses on acquiring and onboarding new HNI customers, expanding liabilities and wallet share, and providing tailored financial planning and investment advice. Strong bank/NBFC background and track record in wealth management are essential.

Qualifications

• Minimum 10–15 years of experience handling HNI/wealth customers.
• Proven team-handling experience in banks/NBFC firms.
• Ability to guide RMs to meet income targets and maintain high service levels.

Responsibilities

• Supervise and mentor the HNW channel by guiding Relationship Managers to meet income targets.
• Acquire new customers meeting product criteria and onboard them efficiently.
• Increase liabilities and wallet share while maintaining high customer profitability.
• Provide financial planning and investment advice tailored to customer needs.
• Maintain updated relationship files and ensure top-tier service levels.

Skills

Team leadership

Relationship management

HNI/wealth client handling

Customer service excellence

Business development / acquisitions

Job description

Urgent Requirement with leading bank:

Experiance- Minimum 10 -15years of experiance in handling HNI/ wealth customers, team handling experiance from banks/ NBFC Firms preferred.

Key Responsibilities

• Supervise and mentor the HNW channel by guiding Relationship Managers (RMs) to meet income targets.
• Ensure RMs engage meaningfully with customers and are equipped to handle queries effectively.

Acquisition of High Net Worth Customers

• Acquire new customers meeting product criteria through cross-referencing.
• Ensure timely onboarding of quality accounts in the HNW channel.
• Minimize depletion of newly acquired accounts.

Managing High Net Worth Customers

• Increase liabilities size via balances in existing customer accounts.
• Enhance and retain customer profitability by increasing wallet share.
• Provide financial planning and investment advice tailored to customer needs.
• Ensure the highest service levels and maintain updated relationship files.