No longer accepting applications
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaKottayam, IN22 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 • Kottayam, IN
Related jobs
- Promoted
Relationship Manager - MSME - Working Capital
B2NCochin, India Key Responsibilities - Drive business growth by achieving targets for Retail Asset Products MSME loans, working capital funding, and business loans.Identify, acquire...Show moreLast updated: 30+ days ago
- Promoted
▷ (Apply in 3 Minutes) Wealth Management Advisor Dubai
prosperity servicesKochi, Kerala, India This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 3 days ago
- Promoted
SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management
ConfidentialBengaluru / Bangalore, Cochin / Kochi / Ernakulam, Chennai Acquiring, Deepening and Retaining HNI UHNI clients.Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.Networking and...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - HNI Sales, Stock Broking & Investments
ConfidentialCochin / Kochi / Ernakulam, Pune, Coimbatore Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships.Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF.
Would establish strong ties wi...Show moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager
upGrad RekrutAlleppey, 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
Commodity Dealer & Relationship Manager
ConfidentialCochin / Kochi / Ernakulam, Kolkata, Hyderabad / Secunderabad, Telangana Coordinating with clients for their daily trades in Commodity.Help customers to Execute trade online and place orders on behalf of customers.
Achieve healthy revenues without compromising on clients...Show moreLast updated: 13 days ago
- Promoted
Relationship Manager
ConfidentialCochin / Kochi / Ernakulam Drive Sales : Actively sell and promote our services to used-car dealers, ensuring successful onboarding onto the platform.
Point of Contact : Serve as the primary point of contact for all dealer inqu...Show moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers LtdKottayam, 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
Relationship Manager- leads provided - 4LPA
ConfidentialChennai, Cochin / Kochi / Ernakulam We are seeking an experienced Relationship Manager to join our team.The ideal candidate will be responsible for managing and nurturing client relationships, ensuring their needs are met, and drivin...Show moreLast updated: 7 days ago
- Promoted
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management
ConfidentialIndia, Cochin / Kochi / Ernakulam 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
RELATIONSHIP MANAGER-CTC UPTO 5.5 LPA-CALL@ 77360 15911
ConfidentialCochin / Kochi / Ernakulam To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services.
to crack profitable deals and referrals to achieve sales ta...Show moreLast updated: 7 days ago
- Promoted
Acquisition Relationship Manager-SME-Sales
ConfidentialIndia, Cochin / Kochi / Ernakulam The Acquisition Relationship Manager (ARM) in the SME business is responsible for acquiring new clients in the Small & Medium Enterprises segment, targeting businesses with turnover between 50 to 5...Show moreLast updated: 2 days ago
- Promoted
- New!
Relationship Manager - Leads provided - 4 LPA
ConfidentialHyderabad / Secunderabad, Telangana, Cochin / Kochi / Ernakulam, Chennai The company will provide 40% of leads.Your role involves calling to schedule appointments, meeting customers face-to-face to close deals, and fostering long-term relationships for ongoing business ...Show moreLast updated: 22 hours ago
- Promoted
RELATIONSHIP MANAGER PHOENIX 40
ConfidentialIndia, Cochin / Kochi / Ernakulam 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: 7 days ago
- Promoted
Wealth Management Advisor Dubai
prosperity servicesKochi, Kerala, India This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaAlleppey, Republic Of India, IN We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships.
The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 10 hours ago
- Promoted
Hiring Relationship Manager - Banca - leading Life insurance
ConfidentialKottayam, Cochin / Kochi / Ernakulam Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches.
Ensure sales & service support within the cluster assigned viz.Facilitatin...Show moreLast updated: 30+ days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialErnakulam, 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