Relationship Manager – Private Banking Exceed Consulting

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

The Corporate Institute is hiring a Relationship Manager – Private Banking in Mumbai to service affluent clients and grow a managed portfolio.

The role focuses on understanding client needs, cross-selling wealth and investment solutions, and delivering personalised financial guidance across private banking products. Ideal candidates have a background in private banking or wealth management and a proven track record in client acquisition and portfolio growth.

Qualifications

• Experience in private banking or wealth management.
• Proven ability to manage affluent/HNI client portfolios.
• Strong client acquisition and relationship-building skills.

Responsibilities

• Manage and grow a client portfolio in the affluent segment.
• Deepen relationships and tailor wealth/investment solutions to client needs.

Skills

Relationship management

Portfolio management

HNI / affluent client handling

Client acquisition

Job description

Hiring: Relationship Manager – Private Banking – Mumbai

If you are someone who enjoys building relationships, managing affluent clients and growing a portfolio, this could be an interesting opportunity for you.

We are currently working with leading Banks and Financial Services firms who are looking to hire Relationship Managers – Private Banking in Mumbai.

Professional Backgrounds:

• Private Banking / Wealth Management professionals
• Investment Advisors / Investment Counsellors managing HNI / Affluent clients
• Branch Managers handling the Affluent segment
• Senior RMs managing HNI / Affluent client portfolios
• Relationship professionals with a strong track record in client acquisition and portfolio management

The role is primarily about managing and growing a strong client portfolio, deepening relationships, understanding client needs and providing the right wealth/investment solutions.

Job Details:

• Location: Mumbai
• Industry: Banking and Financial Services
• Segment: Affluent / HNI / Private Banking

If you are currently working in any of these roles and considering a move, let us have a conversation. Even if you are not actively looking, happy to connect and share more about the mandates we are working on.