Role Description
Designation: Wealth Relationship Manager
Grade: AVP
Legal Entity: Equitas Small Finance Bank
Business Unit: Branch Banking
Division: Liabilities
Department: Liabilities
Travel required: Yes
Level of travel: Extensive
Level: Individual

Job Dimension
Reporting To
RBM/Sr. RBM
Direct Reports
Nil
Indirect Reports
Nil
Geographic spread
Set of branches in a Metro city

Purpose of the role:
- Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to deliver revenue generation by offering the customers the best financial planning solution through Insurance ( LI/GI/HI) and Investment solutions (MF/AIF/PMS/Structured Products/ Demat – Trading Account)
- Build Investment AUM through mapped book customers and through building book through own book HNI /UHNI clients AUM transfer
- Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits
- Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding to build stickiness

Key Responsibilities:




- Acquisition of new Customers and Increase book size.
- Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
- Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
- Responsible for catering the investment needs of clients by providing them research based advises.
- Interfacing all queries of Clients and understanding their investment needs.
- Manage portfolios of clients and offer them investment solutions.
- Investment Advisory to new and existing Clients and achieve revenue targets monthly.
- Promote high quality sales, supply and customer service processes
- Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)

Indicative Tasks
Competencies
Business Perspective

Current Client Acquisition and Revenue generation
- Analyt

📌 Wealth Relationship Manager (Bengaluru)
🏢 equitas small finance bank
📍 Bengaluru