Role: Senior Relationship Manager- Affluent Relations CTC: 14 to 23 LPA Location: Chennai Exp. 5-15 years in wealth sales/ HNI Acquisition from Banks/NBFCs. Industry: Banking Education: Graduation/PG
Job Summary
You'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's
strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.
Key Responsibilities;
1. Provide outstanding client experiences.
2. Organise, follow-up leads, complete and record appointments, and close customer requests.
3. Support our clients to meet their financial needs as they progress through their careers and life stages.
4. Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
5. Keep abreast of market trends, new product offerings and the latest campaigns.
Skills and Experience:
1.



5-15 years of sales experience in CASA / TD/ MF/ insurance/ SIP/ Trade / Forex/ NTBs.
2. Excellent communication, interpersonal and relationship-building skills.
3. Ability to learn current products and services quickly.
4. Market awareness and benchmarking.
5. Management information.
6. Work in a flexible and agile way.
7. Ticket Size of the clients handled: 50 lacs & Above
8. Thrives in an international environment.
9. Enjoys being in a team, engaging with co-workers.
10. Motivated self-starter, identifying opportunities.
11. Maintains a high standard of personal conduct and lives our valued behaviours. 12. Candidate's current AUM size should be mini. 50 crores. Apply now by sharing your updated CV at [email protected] or directly here: https://buff.ly/8UyhDr2 . Want first access to Banking & Wealth opportunities before they hit job boards? Join our exclusive WhatsApp community here: https://buff.ly/HaD0oc8 and share the link with your circle as well.

📌 Senior RM- Affluent Relations (Chennai)
🏢 Skywings Advisors
📍 Chennai