Company Name : Bank

Designation: Wealth Relationship Manager

Experience: 2-4 Years

Location:- Mumbai

Job Responsibilities :-
- Build and maintain strong relationships with high net worth clients through regular communication and meetings
- Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring current clients and increasing business from existing clients
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- Ensure compliance with all regulatory and internal policies and procedures

Company Name : Bank

Designation: Relationship Manager-Current Account

Experience: 2-5 Years

Location:- Mumbai

Job Responsibilities :-
- Develop and maintain relationships with current account holders




- Identify opportunities to cross-sell products and services
- Provide personalized financial advice and solutions to meet the needs of clients
- Monitor account activity and address any issues or concerns promptly
- Collaborate with internal teams to ensure a seamless customer experience

Company Name : Bank

Designation: Royale Relationship Manager

Experience: 4 Years

Location:- Delhi

Job Responsibilities :-

Primary Responsibilities:

Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.

Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.

Drive overall growth in liabilities and investment products within the HNI segment.

Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).

Develop and ex

📌 Relationship Manager (Mumbai)
🏢 Dream Solution Indore
📍 Mumbai