Client- Leading Private Sector Bank

Role- Private Banking Relationship Manager

Location- Chennai

Experience- Relationship Manager with minimum 8 years of experience in Wealth Management / Private banking Segment from Banks /NBFC Firms.

Role:

- Private Banking Relationship Manager (Wealth RM) manages a portfolio of High-Net-Worth (HNW) /Ultra-High-Net-Worth (UHNW) clients.
- Act as a dedicated point of contact to provide personalized financial advisory, portfolio management, and cross-sell investment and liability products to grow relationship profitability
- Building and nurturing long-term relationships with clients.
- Offering tailored financial advice based on individual client needs.
- Introducing clients to current banking products and services.




- Assisting clients with loan applications, investment planning, and account management.
- Resolving client queries and concerns promptly.
- Monitoring financial trends and advising clients accordingly.
- Ensuring compliance with all regulatory and internal banking policies.
- These core functions help build customer loyalty and drive client satisfaction, reinforcing the trust between the customer and the bank.

Interested applicants can share cvs to [email protected] or Whatsapp to (phone hidden)

📌 Private Banking Relationship Manager - Leading Bank (Hyderabad)
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