Relationship Manager - Priority Banking

YourMoneyWise; Mumbai; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

YourMoneyWise in Mumbai, India is seeking an experienced professional to manage a portfolio of high-net-worth clients and provide tailored financial solutions. The role focuses on deepening relationships and achieving sales targets within a full-time Mumbai office.

The ideal candidate has 3–6 years of relevant banking sales and relationship experience, with an MBA in Finance or Marketing preferred and strong knowledge of financial products and market dynamics.

Qualifications

• MBA in Finance or Marketing preferred.
• Proven track record in sales and relationship management in banking.
• Strong knowledge of financial products and market dynamics.

Responsibilities

• Manage a portfolio of high-net-worth individual clients.
• Offer tailored financial solutions including investments, loans, and banking services.
• Deepen customer relationships and achieve sales targets.

Skills

Sales & relationship management

Financial products knowledge

Interpersonal & negotiation skills

Education

MBA in Finance or Marketing

Job description

Mumbai, India Full Time 10-18 LPA 3-6 years

Description

Manage a portfolio of high-net-worth individual clients, offering tailored financial solutions including investments, loans, and banking services. Focus on deepening customer relationships and achieving sales targets.

Requirements

• MBA in Finance or Marketing preferred.
• Proven track record in sales and relationship management in banking.
• Strong knowledge of financial products and market dynamics.
• Excellent interpersonal and negotiation skills.