Relationship Wealth Manager

Skillventory; New Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

Skillventory in Delhi is seeking a Branch Banking professional to acquire and manage HNI customers, enhance profitability through cross-selling, and drive portfolio growth.

You will act as the single point of contact for financial needs, coordinate with PB/RM, ensure compliant KYC/AML processes, and promote direct banking channels.

Graduation is required with AMFI, IRDA, and NRI product knowledge; post-graduation preferred, with moderate travel.

Qualifications

• Graduation required; Post-Graduation preferred.
• AMFI Certification, IRDA Certification, and NRI Product Knowledge are desirable.

Responsibilities

• Acquire and manage HNI customers, enhancing wallet share.
• Cross-sell bank products based on customer needs.
• Ensure error-free documentation and adherence to KYC/AML norms.
• Deliver quality customer service and maintain portfolio hygiene.

Skills

Sales & Portfolio Management

Cross-selling

Relationship Management

Travel (moderate)

Education

Graduation

Post-Graduation preferred

AMFI Certification

IRDA Certification

NRI Product Knowledge

Job description

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Job Purpose

Responsible for acquiring and managing HNI customers ,enhancing relationship profitability through cross-selling, portfolio growth, and retention. Serve as a single point of contact for financial needs, increasing wallet share and overall relationship value.

Key Responsibilities

HNW Portfolio Management

• Liaise with PB/Preferred RM to identify eligible customers.
• Acquire new customers meeting product criteria.
• Enhance portfolio value and maintain hygiene parameters.
• Cross-sell bank products based on customer needs.
• Achieve monthly and yearly revenue targets.

Operations, Marketing & Processes

• Ensure error-free documentation for account opening and instructions.
• Adhere to KYC/AML norms and 5-S workstation standards.
• Increase wallet share and cross-sell bank products.
• Enhance Income Generating Product Group Holding (IPGH).

Customer Service

• Deliver quality customer service and resolve queries within TAT.
• Inform customers of regulatory or process changes.
• Promote direct banking channels for customer convenience.
• Ensure smooth portfolio handover and backup support.

Education:

Graduation required; Post-Graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NRI Product Knowledge.