Relationship Manager, Priority Banking

YourMoneyWise; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

YourMoneyWise in Mumbai, India seeks a client relationship executive to manage and grow HNI portfolios, delivering tailored banking and investment solutions. You will drive sales targets across banking products while maintaining top-tier client satisfaction.

The role requires an MBA in Finance or related field, and a proven track record in wealth management or priority banking, with excellent communication and market knowledge.

Qualifications

• MBA in Finance or related field preferred.
• Proven track record in wealth management or priority banking.
• Excellent communication and interpersonal skills.
• Strong understanding of financial products and markets.

Responsibilities

• Manage and grow relationships with high-net-worth individual (HNI) clients, offering tailored banking and investment solutions.
• Achieve sales targets for various banking products while ensuring high client satisfaction.

Skills

Relationship management

Sales targets achievement

Wealth management

Communication skills

Education

MBA in Finance or related field

Job description

Mumbai, India Full Time 8-15 LPA 3-6 years

Description

Manage and grow relationships with high-net-worth individual (HNI) clients, offering tailored banking and investment solutions. Achieve sales targets for various banking products while ensuring high client satisfaction.

Requirements

• MBA in Finance or related field preferred.
• Proven track record in wealth management or priority banking.
• Excellent communication and interpersonal skills.
• Strong understanding of financial products and markets.