Wealth Relationship Manager

S PRO HR CONSULTANCY SERVICES; Chennai District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

S PRO HR CONSULTANCY SERVICES is seeking a Relationship Manager for the Insignia Preferred Banking segment in Chennai. You will acquire and manage high-value individual and business clients, and drive revenue through new-to-bank acquisition and portfolio deepening.

Responsibilities include growing the Liabilities and Investment AUM, cross-selling Wealth and Business Banking products, conducting portfolio reviews, and delivering 360-degree client engagement with quality service and solutions.

Qualifications

• Relevant experience in Wealth Management, Preferred Banking, or Business Banking.
• Strong relationship management and cross-selling skills.
• Experience in acquiring and managing high-value clients.

Responsibilities

• Acquire and manage high-value individual and business clients.
• Grow liabilities and investment AUM portfolio.
• Generate revenue through new-to-bank acquisition and portfolio deepening.
• Cross-sell Wealth and Business Banking products.
• Deliver 360-degree client engagement with suitable financial solutions.
• Conduct regular portfolio reviews.

Skills

Relationship management

Cross-selling

Wealth management

Business Banking

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.