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 current 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( Current 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