Relationship Wealth Manager

Acura Solutions; Gurugram District, Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Acura Solutions is seeking a Relationship Manager for First Wealth to manage premium clients, deepen relationships and drive growth across banking and wealth products. You will identify opportunities, cross-sell investments, insurance, and loans, and ensure compliant, personalized solutions to meet customer needs.

The role emphasizes achieving revenue targets, expanding CASA, and promoting digital banking while maintaining strong customer relations.

Qualifications

• Graduate in any discipline.
• Experience in banking, wealth management, relationship management or financial services preferred.
• Strong communication, sales and customer relationship skills.
• Target-oriented with good knowledge of banking/financial products.

Responsibilities

• Manage a portfolio of First Wealth customers and build long‑term relationships.
• Acquire new customers and drive CASA growth.
• Cross‑sell banking, investment, insurance, credit card and loan products.
• Increase Product Holding per Customer through need-based selling.
• Understand customer financial needs and provide suitable solutions.
• Drive customer engagement, retention and satisfaction.
• Promote digital banking and other value-added services.
• Achieve assigned business, revenue and acquisition targets.
• Ensure KYC, compliance and operational processes are followed.
• Coordinate with internal teams for loans, investments and other customer requirements.

Skills

Strong communication

Sales skills

Customer relationship

Target-oriented

Education

Graduate degree

Job description

Relationship Manager First Wealth

Job Role

Manage and grow relationships with premium/high-value customers by providing personalized banking and wealth solutions while achieving business and sales targets.

Key Responsibilities

• Manage a portfolio of First Wealth customers and build long‑term relationships.
• Acquire new customers and drive CASA growth.
• Cross‑sell banking, investment, insurance, credit card and loan products.
• Increase Product Holding per Customer through need-based selling.
• Understand customer financial needs and provide suitable solutions.
• Drive customer engagement, retention and satisfaction.
• Promote digital banking and other value-added services.
• Achieve assigned business, revenue and acquisition targets.
• Ensure KYC, compliance and operational processes are followed.
• Coordinate with internal teams for loans, investments and other customer requirements.

Eligibility

• Graduate in any discipline.
• Experience in banking, wealth management, relationship management or financial services preferred.
• Strong communication, sales and customer relationship skills.
• Target-oriented with good knowledge of banking/financial products.

Key KPIs

• CASA growth
• New customer acquisition
• Cross-selling / product penetration
• Revenue and business targets
• Customer retention & satisfaction
• Compliance and operational accuracy