Relationship Manager, Wealth

Quick Turtle; Navi Mumbai; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Quick Turtle is seeking a Relationship Manager to address HNI client needs across Personal, Business, Wealth and Insurance products. You will target product mix, deliver 360-degree client coverage and drive deep, long-term relationships with high-net-worth clients.

The role emphasizes analyzing client financial objectives, delivering professional service, and maintaining a robust, compliant portfolio while aiming for maximum wallet share and retention.

Responsibilities

• Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
• Achieve the targets set in terms of product mix.
• 360 degree coverage of client needs across his personal & business banking/financial needs.
• Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
• Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives.
• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Manage the customer transition with utmost sensitivity.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.

Job description

Responsibilities

• Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.
• Achieve the targets set in terms of product mix.
• 360 degree coverage of client needs across his personal & business banking/financial needs.
• Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.
• Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives.
• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Manage the customer transition with utmost sensitivity.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.

Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat