A. Position Purpose – Wealth management
The purpose of this role is to deliver target revenue and balance sheet growth from portfolio under
management of preferred banking clients. The targets should be delivered using
relationship management and tactical strategies to acquire new clients, deepen, cross sell,
engagement of clients.
B. Position Responsibilities
Sr. Key Responsibilities
1 Deliver revenue and balance sheet growth targets by acquiring and deepening relationships.
2 Relationship manage a portfolio of clients and enhance “Product holding” and “customer to
relationship” ratios thereby deepening and engaging the relationship strongly with the bank
3 Meet and deliver client contact / coverage benchmarks to ensure high level engagement with
Business owners and clients themselves. Ensure positioning and coverage of Insignia / Zonal /
branch management teams with these clients to create depth of relationship with these
3 Active coverage and penetration of core and satellite products through collaboration of
product specialists and branch management teams to maximise revenue gains.
4 Review client relationships and portfolios across respective products availed by clients, assess
risk and implement strategies to meet customer needs, keep customers informed of market
changes , events and respective impacts to clients and their business with the bank.
5 Work in close co-ordination with the Client Experience Managers / Branch service teams/
operations in delivering superior service and client expectations thereby delivering the
6 Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and
improve quality of documentation.
we are ok to hire candidate from BFSI domain having sales experience of any financial product
Essential Relevant Business Banking / Wealth Management Experience in
Banks, NBFC, brokerage House.
Relevant experience as below:
Senior Relationship Manager – 6+ years
Relationship Manager – 5 – 7 years