Wealth Relationship Manager - Leading Bank

AV Global Advisory Services; Chennai District, Coimbatore District, Hyderabad; On-site; INR 600,000 - 1,200,000; Full time

Job summary

AV Global Advisory Services is seeking a Relationship Manager to handle HNI/wealth clients, manage portfolios, and drive revenue through cross-selling banking and wealth management products. The role emphasizes acquisition, retention, and advisory support for affluent clients across investment and banking solutions.

Candidate should have 5-10 years of experience in HNI wealth management, with strong CRM skills and a focus on compliant, client-centric service delivery.

Qualifications

• 5-10 years in HNI/wealth segment with banks/NBFC experience

Responsibilities

• Acquire, retain, and deepen client portfolios to maximize revenue across liability and wealth products.
• Serve as single point of contact for Affluent and HNWI clients with tailored wealth management solutions.
• Regularly review client accounts to determine banking and investment needs.
• Identify client risk profile and tailor solutions accordingly.
• Propose investment products based on client requirements.
• Contribute to development of new products/services aligned with client needs.

Skills

Relationship management

HNI/Wealth clients

Portfolio management

Cross-selling

Job description

Immediate requirement for Leading bank

we are looking for Relationship Manager handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

• Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.
• Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.
• Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs.
• Risk Profiling: Identify the client's risk profile and tailor solutions accordingly.
• Investment Products: Identify and propose potential investment products based on client requirements.
• Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.
• New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.
• Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients.
• Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service.
• Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.
• KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.
• Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.
• Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.