Wealth Relationship Manager - Banking

We are seeking an experienced Wealth Relationship Manager to join a leading bank in Gujarat.

- This role focuses on developing and expanding relationships with High Net Worth Individuals (HNIs) to grow the bank's liabilities portfolio.

- The ideal candidate will have a strong customer service orientation and a proven track record in financial product sales and client relationship management.

Roles and Responsibilities:

- Develop and expand High Net Worth Customer (HNW) relationships by sourcing category-A wealth customers.

- Source new bank customers through external efforts and acquisition channels.

- Ensure a high level of customer service and adherence to bank policies.

- Cross-sell bank products to existing customers to deepen relationships.

- Inform customers of new products or product enhancements to expand their banking portfolio.

- Plan and conduct special sales initiatives and events for prospective and existing clients.

- Collaborate with other group companies to provide seamless access to additional products.

- Maintain a complete relationship record for assigned customer accounts.

Skills and Qualifications Required:

- Master's degree in Finance, Marketing, or a related field.

- 6-8 years of experience in wealth management, financial services, or a similar domain.

- Strong interpersonal and communication skills with the ability to build trust with clients.

- Proven ability to cross-sell and upsell financial products.

- Knowledge of banking regulations and compliance requirements.

- Goal-oriented mindset with excellent planning and organizational skills.

- Ability to work collaboratively with internal and external stakeholders