RM Relationship Manager Relationship Manager Banking commonly at Banks focuses on revenue generation highnetworth client acquisition and crossselling wealth management and business banking products Core Responsibilities Portfolio Growth Increase liability books and Investment AUM Assets Under Management portfolio sizes through new acquisitions and deepening existing client relationships Revenue Generation Crosssell business banking and wealth products including trade forex insurance mutual funds investments and retail assets Client Acquisition Management Source highquality potential highnetworth Insignia clients resident and NRI individuals or business owners Portfolio Reviews Perform regular portfolio allocations reviews and financial checkups for each assigned client Service Compliance Coordinate with client experience managers for toptier service delivery while strictly adhering to internal compliance KYC and AML guidelines Qualifications RequirementsEducation Minimum Graduate an MBA or postgraduate degree is preferred Experience Generally 3 to 6 years for a standard RM role and 6 to 10 years for a Senior RM or AVP grade position in wealth management or business banking with banks NBFCs Key Skills Robust financial acumen crossselling capabilities portfolio management and excellent interpersonal communication 5 sites

📌 Urgently Hiring for top Private Banks (Gurugram)
🏢 Locus Enterprises
📍 Gurugram