SBI - Team Lead - Relationship Manager - Wealth Management

Description :

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 Graduate from a Government recognized University or MBA (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.

Post-Qualification Experience 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.

Key & Sales Management :

Client Relationship Management :

Team Leadership & Performance :

Compliance & Governance :

Branch & Market Development :

Core Competencies :

(ref : iimjobs.com)