Relationship Manager - First Wealth

Primeone Workforce; Jalandhar, Panchkula, Jammu district; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Primeone Workforce is seeking a Relationship Manager – First Wealth in the Retail Banking sector to acquire and manage a portfolio of affluent and HNI clients. You will understand client goals, propose customized wealth solutions, and drive investment product sales while meeting business targets.

The role requires 2+ years in wealth management or related fields, strong communication, and the ability to build lasting client relationships.

Qualifications

• Bachelor's degree in any field.
• 2+ years in wealth management or retail banking.
• NISM, AMFI & IRDAI certifications preferred.

Responsibilities

• Manage and grow a portfolio of affluent and HNI clients.
• Build and maintain long-term relationships through regular client engagement.
• Understand customers’ financial goals and risk appetite.
• Provide customized wealth management and investment solutions.
• Cross-sell mutual funds, insurance, fixed income, and other investments.

Skills

Wealth management

Investment products

Communication

Relationship management

Sales targets

Client acquisition

Digital banking apps

MS Office

Education

Bachelor's Degree

Tools

MS Office

Job description

JOB DESCRIPTION

Position: Relationship Manager First Wealth

Function: Retail Banking

Department: Branch Banking – First Wealth

Employment Type: Full-Time

Job Purpose

The Relationship Manager – First Wealth will be responsible for acquiring, managing, and growing a portfolio of affluent and High Net Worth (HNI) clients. The role involves understanding customer financial needs, providing customized wealth solutions, driving investment product sales, and achieving business targets while ensuring superior customer experience.

Key Responsibilities

• Manage and grow a portfolio of affluent and HNI customers.
• Build and maintain long‑term relationships through regular client engagement and meetings.
• Understand customers’ financial goals, investment objectives, and risk appetite.
• Provide customized wealth management and investment solutions.
• Cross‑sell wealth products including Mutual Funds, Insurance, Fixed Income Products, Structured Products, and other investment solutions.
• Acquire new customers through referrals, networking, and market penetration activities.
• Drive Assets Under Management (AUM), liabilities, fee income, and overall portfolio growth.
• Achieve assigned sales, revenue, and productivity targets.
• Stay updated on market trends, economic developments, and investment opportunities.
• Collaborate with internal teams to deliver a seamless customer experience.
• Ensure adherence to regulatory guidelines, compliance requirements, and internal policies.
• Maintain high standards of customer service and relationship management.

Eligibility Criteria

• Education: Bachelor's Degree in any field.
• Experience: Minimum 2 years of experience in Wealth Management, Relationship Management, Retail Banking, or Financial Services.
• Preferred Certifications: NISM, AMFI & IRDAI

Required Skills

• Strong knowledge of wealth management and investment products.
• Understanding of Mutual Funds, Insurance, and Investment Advisory Solutions.
• Excellent communication and interpersonal skills.
• Strong sales, negotiation, and relationship management skills.
• Proven track record of achieving and exceeding business targets.
• Ability to acquire and retain affluent/HNI clients.
• Strong customer-centric and advisory selling approach.
• Good understanding of local market dynamics and customer preferences.
• Proficiency in MS Office and digital banking applications.