Wealth Relationship Manager

Hiring: Wealth Relationship Manager – AVP level (Banking)

• Role: Wealth Relationship Manager (AVP) with a leading Small Finance Bank (Metro location)
• Experience: Minimum 8 years in wealth/priority/HNI relationship management in Bank/NBFC/Boutique Wealth firm
• Qualification: Postgraduate preferred; strong communication and client-facing skills

Key responsibilities:

• Acquire new HNI / UHNI customers and grow liabilities book (CASA, TD) in assigned branches
• Deepen relationships with mapped HNI portfolio to increase wallet share and product holding
• Drive cross-sell and upsell of banking products – liabilities, assets, TPP (investments, insurance), and digital channels
• Provide investment advisory based on research; manage client portfolios across mutual funds, insurance, and other wealth products
• Ensure high quality customer service, handle queries/complaints, and solicit referrals (Domestic and NRI)
• Maintain compliance with KYC/AML, internal processes, and audit requirements
• Share market and competitor feedback; contribute to branch revenue and portfolio quality

Must have:

• Strong local network in metro market and proven HNI acquisition track record
• Deep product knowledge of investments, insurance, and digital banking
• Result orientation with ability to work on revenue targets and manage multiple branches’ portfolios
• Relevant certifications like NISM / IRDA (or willingness to obtain within timelines)

Note: This role involves extensive travel across set of branches.