Wealth Relationship Manager

A leading  Private Sector Bank  is hiring for the position of  Wealth Relationship Manager – Retail Liabilities  for  Delhi and Gurgaon  locations.

Key Responsibilities :

• Acquire and manage a portfolio of HNI and affluent clients.
• Cross-sell banking products such as  CASA ,  Life Insurance (LI) , and  Mutual Funds .
• Provide personalized wealth management solutions based on client profiles and risk appetite.
• Ensure high levels of customer satisfaction through proactive service and engagement.
• Maintain regular client interactions and conduct portfolio reviews.
• Comply with all banking and regulatory guidelines.

Candidate Profile :

Skills Required

Casa