Immediate requirement for Leading bank we are looking for Relationship Manager handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

- Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.
- Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.
- Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs.
- Risk Profiling: Identify the client's risk profile and tailor solutions accordingly.
- Investment Products: Identify and propose potential investment products based on client requirements.
- Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.




- New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.
- Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients.
- Smooth Transaction Execution: Ensure proper documentation and effective processes for transaction execution and seamless customer service.
- Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.
- KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.
- Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.
- Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.

Interested candidates can share their CV Kindly fill google form or apply on Naukri .

https://forms.gle/wTKHs491CxEmFGBJ7

Interested candidates can whatsapp profiles to (phone hidden) ( please avoid calling)

📌 Wealth Relationship Manager - Leading Bank (Chennai)
🏢 AV GLOBAL ADVISORY SERVICES
📍 Chennai