No longer accepting applications
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaKakinada, IN20 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 • Kakinada, IN
Related jobs
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaKakinada, Andhra Pradesh, 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: 10 hours ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers LtdKākināda, Republic Of India, 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: 3 days ago
- Promoted
Investor Relations Associate
TalentojKakinada, IN Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 4 days ago
- Promoted
Virtual Relationship Manager
upGrad RekrutKākināda, Republic Of India, 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
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundKakinada, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
- Promoted
Relationship Manager
ConfidentialKakinada We are looking for a dynamic and customer-focused Relationship Manager to join our team.The ideal candidate will be responsible for generating new business, building strong customer relationships, ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Sales
ConfidentialKakinada To identify and acquire the customers.Maintaining the relationship with the customers.Cross-sell the investment party products.
Acquiring new and prospective customers Understanding the requirements...Show moreLast updated: 30+ days ago
- Promoted
Team Lead
Valkyrie People ConsultingKakinada, IN Valkyrie People Consulting is a premier talent solutions partner, trusted by leading organizations across industries for high-impact hiring.
We specialize in executive search, recruitment process ou...Show moreLast updated: 30+ days ago
- Promoted
Outsourcing Manager
RevolutKakinada, IN People deserve more from their money.More visibility, more control, and more freedom.Since 2015, Revolut has been on a mission to deliver just that.
Our powerhouse of products — including spending, ...Show moreLast updated: 22 days ago
- Promoted
- New!
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialIndia, Kakinada 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: 20 hours ago
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHKakinada, IN Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity.Partnership / Profit Share Model.Profit-sharing basis + Long-term Equity Opportunity for top performers.German r...Show moreLast updated: 3 days ago
- Promoted
Oracle HCM Cloud - Talent Management Lead Consultant
Affintrix TechnologiesKakinada, IN The candidate is expected to have 8 - 10 years of expert domain knowledge in HCM covering the hire to retire cycle.S / he must have been a part of at least 5 end-to-end HCM implementations of which a...Show moreLast updated: 22 days ago
- Promoted
- New!
Team Lead
Zensar TechnologiesKakinada, IN ZENSAR -TEAM LEAD | PROJECT MANAGER OPPORTUNITY FOR GEN AI PROJECT.Dear Aspirant, Greetings from Zensar!!.We are a technology consulting and services company with over 11,500 associates in 33 globa...Show moreLast updated: 20 hours ago
- Promoted
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management
ConfidentialKakinada, 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: 7 days ago
- Promoted
Employee Relations (ER) Shift Lead
Tata ElectronicsKakinada, IN Tata Electronics is a prominent global player in the electronics manufacturing industry, with fast-emerging capabilities in Electronics Manufacturing Services, Semiconductor Assembly and Test, Semi...Show moreLast updated: 2 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCKakinada, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Recruitment Team Lead
ExasoftKakinada, IN Review and assess CVs and candidate applications against job specifications.Assess the CVs shared by recruiters, and shortlist qualified candidates to be shared to client.Schedule interviews with c...Show moreLast updated: 4 days ago
- Promoted
Staffing Lead (BFSI)
Alp Consulting Ltd.Kakinada, IN Client Relationship Management.Develop and maintain strong relationships with external clients.Ensure client satisfaction throughout the recruitment process and act as the primary point of contact ...Show moreLast updated: 4 days ago