Key Relationship Manager in Banking

Indias Leading Bank is seeking a highly motivated and experienced Key Relationship Manager to join our dynamic branch banking team.

In this role you will play a pivotal role in managing and growing a portfolio of High Net Worth Individual (HNI) clients fostering strong relationships and delivering exceptional financial solutions.

Job Roles and Responsibilities:

• Manage a designated portfolio of HNI clients fostering strong longterm relationships built on trust and personalised service.

• Conduct indepth financial needs assessments to understand client goals risk tolerance and investment preferences.

• Develop and present customised financial solutions encompassing a comprehensive suite of wealth management products and services (e.g. investment portfolios private banking priority banking).

• Proactively identify new business opportunities exceeding sales targets for assigned portfolio.

• Conduct regular portfolio reviews recommending adjustments based on market trends and client circumstances.

• Collaborate effectively with internal teams (wealth management product specialists) to deliver seamless client experiences.

Desired Candidates Profile:

• Minimum 5 years of experience in core retail liability banking sales.

• Proven track record of exceeding sales targets and achieving portfolio growth in the HNI segment (14 years of experience).

• Strong understanding of financial products and services including wealth management solutions investments and banking products.

• Excellent communication presentation and interpersonal skills

• Strong analytical and problemsolving skills.

For more information Kindly Contact Us:

Jaydip P HR Team

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Branch Banking,CASA,Insurance,Investment,Portfolio Management,HNI CLient Handling,New Client Acquisitions,Sales,Marketing