Job summary

As a Relationship Manager (Director- Affluent Relations), you'll be responsible for managing and developing relationships with clients of Wealth Banking & Priority Private Banking to drive business growth and meet the bank's strategic objectives. You'll help clients set wealth goals, manage investments, and create portfolios for long-term growth and stability. You'll be supported by specialists in the areas of investment, insurance, products and treasury to provide clients with comprehensive solutions.

Key responsibilities

- Manage a portfolio of high-value clients, cultivating and sustaining robust relationships to foster long-term business growth and client loyalty.
- Identify and evaluate new business opportunities, proactively developing strategic plans and solutions to secure and expand market presence.
- Provide bespoke financial advice to clients across a wide range of asset levels, expertly guiding them through each stage of the wealth cycle and addressing their evolving needs.
- Consistently achieve revenue targets by driving both current business acquisition and deepening relationships with existing clients.
- Collaborate with internal teams to deliver integrated solutions,



ensuring a seamless client experience and contributing to the overall success of the Affluent Relations division.
- Maintain up-to-date knowledge of market trends and regulatory changes, adapting strategies as needed to uphold compliance and maximise client satisfaction

Skills and Experience

- Minimum 12 years of experience in financial advisory, with strong expertise in retail branch banking products and a proven track record as a wealth banking specialist.
- Strong technical knowledge of consumer banking products, including CASA, TD, PMS, AIF, mutual funds, Life insurance, SIPs, equities, and foreign exchange.
- Excellent communication, interpersonal, and relationship-management skills.
- A proactive self-starter and collaborative team player who thrives in an international environment.
- Must have good Stability ( Strict no for Job Hoppers every 2 years).
- Current AUM must be over 100 Crs.
- Ticket size/relationship value per client should be above a minimum of 2 Crs.

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📌 RM Director- Affluent Relations (Bengaluru)
🏢 Skywings Advisors
📍 Bengaluru