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Key Responsibilities
Portfolio Management Relationship Building
Act as a dedicated financial advisor to a portfolio of High-Net-Worth Individual (HNI) and retail account holders.
Deepen existing client relationships by analyzing their financial goals, investment risk profile, and liquidity requirements.
Maintain regular contact through face-to-face meetings, financial check-ups, and proactive service management.
Revenue Generation Product Cross-Selling
Drive revenue across key core product verticals, including CASA (Current Savings Accounts), Fixed Deposits, and Wealth Management products.
Cross-sell third-party financial products, including Mutual Funds (AMFI/NISM products), Life Insurance, Health Insurance, and structured investments.
Asset product sourcing including credit cards, home loans, personal loans, and business banking credit solutions.
Client Acquisition Business Expansion
Acquire recent-to-bank (NTB) high-value individual and commercial clients through local field visits, personal network referrals, and digital leads.




Participate in local branch outreach activities and corporate payroll acquisition drives.
Compliance Regulatory Adherence
Ensure all customer onboarding, financial transactions, and documentation strictly comply with KYC, AML (Anti-Money Laundering), and RBI regulations.
Adhere to internal bank audit standards and transparent sales practices.
Complete and maintain active mandatory regulatory certifications (NISM / IRDAI) as required for financial advisory roles.

Experience 1 - 3 Years Salary 3 Lac To 3 Lac 75 Thousand P.A. Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan Qualification Key Skills Banking Relationship Manager Banking Sales Manager Relationship Manager Sales Business Banking Relationship Manager Relationship Manager Corporate Banking

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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