Seeking experienced Priority Circle Manager/Area Manager- Affluent Banking at DVP/VP grade for Gurugram, Haryana location for banking industry. CTC is up to 40 LPA.

Responsibilities:

As Priority Circle Manager/Area Manager- Affluent Banking, you will be responsible for managing and enhancing the entire wealth management portfolio of high net-worth clients. Your key responsibilities will include:

- Managing a team in the Wealth Management space and ensuring high levels of customer satisfaction.
- Acquiring new High Net Worth (HNI) and Ultra High Net Worth (UHNI) customers.
- Cross-selling and upselling Third Party Products (TPP) to our existing and prospective customers.
- Driving sales for investments and wealth products.
- Developing strategies for portfolio management and ensuring their successful implementation.
- Ensuring compliance with all internal and external regulatory requirements.

Required Skills:

- Proven experience in Wealth Sales, Cross Sales of TPP, HNI Sales,



and UHNI Acquisition.
- Strong skills in Team Management and Affluent Banking.
- Excellent knowledge of Portfolio Management and Investment Sales.
- Exceptional communication and interpersonal skills.
- Ability to work in a high-pressure environment and deliver results.

Required Experience:

Candidates should have a minimum of 8 years of experience in a relevant role in the banking industry.

Additional Details:

While not mandatory, NISM/ IRDA/ AMFI Certification would be a strong advantage for the role.

We are looking for candidates who are customer-centric, results-oriented, and has a robust understanding of the affluent banking segment. If you believe you have the skills and experience necessary for this role, we encourage you to apply with latest resume at [email protected].

📌 Priority Circle Manager/ Area Manager- Affluent Banking (Gurugram)
🏢 Skywings Advisors
📍 Gurugram