Key Responsibilities

- Manage and strengthen relationships with existing customers and high-value clients.

- Acquire recent-to-bank (NTB) customers and develop a strong customer portfolio.

- Drive business through CASA, term deposits, mutual funds, insurance, and other third-party products.

- Identify customer needs and provide suitable banking and investment solutions.

- Achieve assigned targets for revenue generation, portfolio growth, and customer acquisition.

- Ensure customer satisfaction through regular engagement and effective service delivery.

- Maintain compliance with bank policies, KYC norms, and regulatory guidelines.

- Identify cross-selling and upselling opportunities to increase customer wallet share.

Candidate Requirements

- Experience in Relationship Management, Retail Banking, Wealth Management, or CASA Sales.





- Strong knowledge of banking products, financial services, and customer relationship management.

- Experience in client acquisition, portfolio management, and cross-selling.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to achieve business targets and build long-term customer relationships.

Preferred Candidate Profile

- Candidates from private sector banks and financial services organizations.

- Experience in handling premium, affluent, or retail banking customers will be an advantage.

- Candidates with a strong sales track record and customer-handling skills are preferred.

Interested candidates can apply with their updated CV.

📌 Wealth Relationship Manager _ Leading Bank _ Vadodara (Delhi)
🏢 V-Konnect
📍 Delhi