Relationship Manager - Priority Banking

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

Job summary

YourMoneyWise in Mumbai is seeking an experienced relationship manager to manage and grow a portfolio of high-net-worth clients, delivering personalized financial solutions and advisory support.

You will drive sales of banking products and services, develop strong client relationships, and coordinate with product teams to tailor offerings. MBA in Finance and a proven track record are essential for this role.

Qualifications

• MBA in Finance or equivalent.
• Proven track record in client relationship management.
• Excellent communication and negotiation skills.
• Knowledge of financial products (investments, loans, insurance).

Responsibilities

• Manage and grow a portfolio of high-net-worth clients, offering personalized financial solutions.
• Drive sales of banking products and services.

Skills

Relationship management

Communication skills

Negotiation

Financial products knowledge

Education

MBA in Finance

Job description

Mumbai, India Full Time 8.0-15.0 LPA 3-6 years

Description

Manage and grow a portfolio of high-net-worth clients, offering personalized financial solutions. Drive sales of banking products and services.

Requirements

• MBA in Finance or equivalent
• Proven track record in client relationship management
• Excellent communication and negotiation skills
• Knowledge of financial products (investments, loans, insurance)