Relationship Manager - Retail / Wealth Banking

V Konnect; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

V Konnect is seeking a wealth manager to handle relationships with high net worth individuals, grow a client base, and drive revenue through cross-selling in a retail banking context.

The role emphasizes exceptional client service, regulatory compliance, and collaboration with internal teams to resolve complex portfolio and wealth planning issues. Strong sales targets and compliance are central to this position.

Qualifications

• Experience in wealth management or retail banking with HNIs.
• Strong relationship-building and service skills.
• Ability to meet sales targets with regulatory compliance.

Responsibilities

• Manage relationships with HNIs to acquire new clients and grow existing ones via retail banking.
• Identify cross-selling opportunities across insurance, investments, mutual funds to increase revenue.
• Develop and maintain strong relationships with HNI clients through exceptional service and prompt query resolution.
• Collaborate with internal teams to resolve complex client issues on portfolio management and wealth planning.
• Meet sales targets while ensuring regulatory compliance.

Skills

Relationship management

Client acquisition

Cross-selling

Customer service

Regulatory compliance

Job description

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through retail banking channels.
  
• Identify cross-selling opportunities for various products such as insurance, investment products, mutual funds, etc. to increase revenue generation.
  
• Develop and maintain strong relationships with HNI clients by providing exceptional customer service and resolving their queries promptly.
  
• Collaborate with internal teams to resolve complex client issues related to portfolio management, wealth creation strategies, etc.
  
• Meet sales targets set by the organization while ensuring compliance with regulatory requirements.