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Job Description
A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations.
Key Responsibilities:
- Acquire and manage a portfolio of HNI and affluent clients.
- Cross-sell banking products such as CASA, Life Insurance (LI), and Mutual Funds.
- Provide personalized wealth management solutions based on client profiles and risk appetite.
- Ensure high levels of customer satisfaction through proactive service and engagement.
- Maintain regular client interactions and conduct portfolio reviews.
- Comply with all banking and regulatory guidelines.
Candidate Profile:
- Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management.
- Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products.
- Excellent relationship-building, communication, and sales skills.