No longer accepting applications
Relationship Manager-Team Lead Wealth Management
State Bank of Indiavadodara, gujarat, in8 hours ago
Job descriptionMBA (Banking / Finance / Marketing) with a minimum of 60% marks from a recognized University or Institution. Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A . Minimum 8 years of post-qualification experience in Relationship Management , preferably in Wealth Management with leading Public / Private / Foreign Banks, Broking / Securities Firms, or Asset Management Companies (AMCs). Experience as a Team Lead will be an added advantage. Lead a team of Relationship Managers (RMs) to drive business objectives for the Wealth Management segment. Acquire, nurture, and grow relationships within the Affluent and HNI client base to achieve revenue and growth targets. Increase Total Relationship Value (TRV) and Assets Under Management (AUM) through effective client engagement and cross-selling. Conduct Financial Needs Analysis (FNA) and Risk Profiling for clients. Manage end-to-end client servicing, ensuring timely execution of transactions and consistent portfolio reviews. Promote a full suite of financial solutions including Investments, Life & General Insurance, SIPs, and CASA products . Strengthen client relationships through household-level acquisition and retention strategies . Allocate leads and client portfolios effectively among team members. Monitor team productivity and ensure adherence to sales and compliance targets. Drive product per customer (PPC) penetration across wealth and banking products. Ensure full compliance with internal systems, processes, and regulatory guidelines. Guarantee 100% transaction documentation and same-day client instruction execution . Conduct investment and insurance seminars and client awareness programs to promote financial literacy. Collaborate with branch teams to enhance client acquisition, cross-sell, and channel migration initiatives. Undertake additional assignments as entrusted by the Bank from time to time. Wealth Management and Financial Advisory Expertise Team Leadership and Sales Management Client Acquisition and Relationship Deepening Product Knowledge : Investments, Insurance, CASA, Loans Compliance Orientation and Risk Awareness Strong Communication, Negotiation, and Interpersonal Skills 91 8433957699
We are hiring for SBI Bank for Wealth Management Department.
This role is responsible for leading the Wealth Management Relationship Team , driving business growth through acquisition and deepening of HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV) and Assets Under Management (AUM) while maintaining compliance and client satisfaction standards.
Locations
Amaravati, Chandigarh, Guwahati, Jaipur, Mumbai Metro, New Delhi
Educational Qualification (as on 01.05.2025) :
Mandatory :
- Graduate from a Government recognized University or Institution.
Preferred :
Post-Qualification Experience (as on 01.05.2025) :
Mandatory :
Key Responsibilities :
Business & Sales Management
Client Relationship Management
Team Leadership & Performance
Compliance & Governance
Branch & Market Development
Core Competencies :
Apply below : hr.21@tnmhr.com
Create a job alert for this search
Relationship Wealth • vadodara, gujarat, in
Related jobs
![▷ [Urgent Search] Wealth Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Nuvama%20Wealth)
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdvadodara, gujarat, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 4 days ago
- Promoted
Priority Wealth Manager
Standard Chartered BankVadodara, Gujarat, India This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 8 days ago
- Promoted
Relationship Manager – Mutual Funds
ConfidentialVadodara We are looking for an experienced and client-focused.Relationship Manager – Mutual Funds.The ideal candidate will have strong expertise in.
Develop, manage, and retain relationships with individual ...Show moreLast updated: 7 days ago
- Promoted
- New!
Relationship Manager
ConfidentialIndia, Vadodara Reliance Nippon Life Insurance is one of India's top private life insurance providers, offering a diverse range of products designed to meet the needs of individuals and families.The company specia...Show moreLast updated: 18 hours ago
- Promoted
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialNadiad, India We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households.
This role involves acquiring new clients,...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager
ConfidentialVadodara, India Relationship Manager - NR-RETAIL NR-Regional sales.Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank.Meeting monthly acqu...Show moreLast updated: 3 days ago
- Promoted
Business Relationship Manager WC - Alternate Channel-SALARIED PL AND WORKING CAPITAL-Sales
ConfidentialVadodara, India Business Relationship Manager WC-Alternate Channel-Sales.Job Role : Business Relationship Manager.Manage and service existing portfolio of WC clients including renewal and enhancement of limits.Buil...Show moreLast updated: 7 days ago
- Promoted
Senior Relationship Manager - All
ConfidentialAnand Build and maintain strong relationships with clients.Understand client needs and suggest suitable solutions.Handle client queries and solve problems quickly.
Work closely with internal teams (sales,...Show moreLast updated: 30+ days ago
- Promoted
- New!
▷ [Urgent Search] Wealth Manager
Nuvama WealthVadodara, Gujarat, India Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth...Show moreLast updated: 1 hour ago
- Promoted
CBG : SBB Relationship Manager - Working Capital
ConfidentialVadodara, India Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible.
NTB acquisition as well ETB portfolio They will en...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager
360 ONE WealthVadodara, Gujarat, India An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 4 days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialVadodara, India We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show moreLast updated: 7 days ago
- Promoted
Jainam - Relationship Manager
Jainam Broking LimitedVadodara, India Role Overview : As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios,...Show moreLast updated: 29 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaNadiad, Gujarat, India We are hiring for SBI Bank for Wealth Management Department.This role is responsible for leading the Wealth Management Relationship Team , driving business growth through acquisition and deepening...Show moreLast updated: 9 hours ago
- Promoted
Partner Relationship Manager
Parrot CTFsanand, India Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
- Promoted
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management
ConfidentialVadodara, India We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepening e...Show moreLast updated: 3 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutvadodara, gujarat, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 3 days ago