Job Description Relationship Manager First Wealth

Position: Relationship Manager First Wealth

Business Unit: Retail Banking

Function: Branch Banking

About The Role

The Relationship Manager First Wealth will be responsible for managing and developing a portfolio of premium/high-value customers, delivering superior customer service, deepening existing relationships, and driving business growth through acquisition and cross-selling.

The role involves building CASA balances, increasing product penetration, acquiring current customers, identifying financial needs, and offering suitable banking and wealth-related solutions. The RM will act as a trusted financial partner while ensuring a high level of customer experience and regulatory compliance.

Key Responsibilities

Manage and strengthen relationships with assigned premium/high-value customers.
Drive CASA value build-up and acquire new customers as per business targets.
Identify customer needs and provide suitable banking and financial solutions.
Increase Product Holding Per Customer (PPC) through effective cross-selling.




Cross-sell products such as:
Savings Current Accounts
Fixed Deposits
Credit Cards
Insurance
Investments SIPs
Retail SME Loans
Digital Banking Solutions
Other relevant banking products
Conduct regular customer engagement and portfolio reviews.
Onboard customers on Mobile Banking, Net Banking and other digital channels.
Generate leads and coordinate with relevant teams for Business Loans, Working Capital, POS, CMS and Trade transactions.
Resolve customer queries and complaints promptly to ensure excellent customer experience and NPS.
Achieve assigned revenue/income targets, including NII and NFI.
Ensure proper customer profiling and offer products based on customer requirements and suitability.
Identify opportunities to upgrade eligible customers to relevant banking programs.
Maintain strong compliance with internal policies, RBI guidelines and regulatory requirements.
Ensure accurate documentation an

📌 Relationship manager- first wealth (Mumbai)
🏢 ACURA SOLUTIONS
📍 Mumbai