Wealth Relationship Manager

S PRO HR CONSULTANCY SERVICES; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

S PRO HR CONSULTANCY SERVICES in Bengaluru invites applications for a Relationship Manager Insignia (Preferred Banking). The role focuses on acquiring and managing high-value individual and business clients, growing the Liability and Investment AUM portfolio, and generating revenue through new-to-bank acquisition and portfolio deepening.

The RM will cross-sell Wealth and Business Banking products such as Investments, Insurance, Retail Assets, Trade and Forex, and ensure quality client engagement

Responsibilities

• Acquire and manage high-value individual and business clients.
• Grow Liability and Investment AUM portfolio.
• Generate revenue through new-to-bank acquisition and portfolio deepening.
• Cross-sell Wealth and Business Banking products such as Investments, Insurance, Retail Assets, Trade and Forex.
• Provide suitable financial solutions and deliver 360 client engagement.

Job description

Relationship Manager Insignia (Preferred Banking)

We are hiring Relationship Managers for the Insignia Preferred Banking segment. The role involves acquiring and managing high-value individual and business clients, growing the Liability and Investment AUM portfolio, and generating revenue through new-to-bank acquisition and portfolio deepening. The RM will cross-sell Wealth and Business Banking products such as Investments, Insurance, Retail Assets, Trade and Forex. The candidate should ensure quality client acquisition, conduct portfolio reviews, provide suitable financial solutions, and deliver 360 client engagement. Candidates should have relevant experience in Wealth Management, Preferred Banking, or Business Banking, with strong relationship management and cross-selling skills.