We are looking for dynamic, result-oriented professionals for the role of Wealth Relationship Manager in the retail banking segment. The role focuses on managing high-value client portfolios, driving revenue growth, and delivering customized wealth solutions.

Key Responsibilities:

Customer Acquisition & Portfolio Growth:

Acquire new-to-bank (NTB) affluent and HNI clients while expanding and managing existing portfolios to increase overall book size.

Investment Advisory:

Understand client financial goals and provide tailored investment solutions, including mutual funds and insurance products.

Revenue Generation & Cross-Selling:

Drive revenue through effective cross-selling of banking products, asset solutions, and digital banking services.

Relationship Management:

Build and maintain strong, long-term client relationships to ensure high customer satisfaction and retention.

Compliance & Market Awareness:

Ensure adherence to regulatory guidelines while staying updated on market trends and investment opportunities.

Eligibility & Key Skills:

• Experience: 3 to 8+ years in Relationship Management / Wealth Management / BFSI
• Strong client acquisition and portfolio management capabilities with a proven track record
• Excellent communication, presentation, and stakeholder management skills
• Sound understanding of investment products, financial markets, and wealth solutions
• High level of analytical thinking with a customer-centric approach
• Ability to build and sustain long-term client relationships
• Target-driven with a strong focus on achieving business and revenue goals

Location: Coimbatore and Salem

Compensation:

CTC: Up to ₹10 LPA + Attractive Incentives

Selection Process:

• Initial HR Screening
• Hiring Manager Discussion
• Final Interaction

How to Apply:

Interested candidates may share their profiles or connect for further details. Shortlisted candidates will be contacted for the next steps.