Relationship Manager - Priority Banking

Planet Solutions; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Planet Solutions is seeking a dedicated Relationship Manager for its Priority Banking division in Bengaluru. You will manage relationships with high-net-worth and affluent clients, delivering tailored financial solutions and expert investment advice while ensuring regulatory compliance.

The role requires strong interpersonal skills and a client-centric mindset. Experience in priority banking or wealth management is preferred; collaboration with internal teams will be essential to provide

Qualifications

• Experience in priority banking or wealth management preferred.
• Strong interpersonal and client-centric approach.
• Solid understanding of private banking products and investment opportunities.

Responsibilities

• Develop and maintain strong relationships with HNI and affluent clients.
• Conduct regular reviews of client portfolios and financial goals.
• Provide expert investment advice and tailored financial solutions.
• Collaborate with internal teams to deliver comprehensive wealth management services and ensure regulatory compliance.

Skills

Relationship Management

Client Advisory

Portfolio Reviews

Wealth Management

Regulatory Compliance

Job description

We are seeking a dedicated and results-driven Relationship Manager for our Priority Banking division. The ideal candidate will be responsible for managing and enhancing relationships with high-net-worth individuals (HNI) and affluent clients, ensuring they receive exceptional service and tailored financial solutions. This role requires a deep understanding of private banking products and services, as well as the ability to identify and meet the unique needs of each client. Key responsibilities include developing and maintaining strong client relationships, conducting regular reviews of client portfolios, and providing expert advice on investment opportunities. The Relationship Manager will also collaborate with internal teams to deliver comprehensive wealth management solutions and ensure compliance with regulatory requirements. To succeed in this role, candidates should possess strong interpersonal skills, a client-centric approach, and a solid understanding of the financial services industry. Experience in priority banking or a similar field is preferred. If you are passionate about building lasting relationships and helping clients achieve their financial goals,