Relationship Manager-Team Lead Wealth Management
State Bank of IndiaDindigul, 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 • Dindigul, IN
Related jobs
Oversee client relationships, providing personalized financial advice and wealth management services.Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior tea...Show moreLast updated: 30+ days ago
- Promoted
Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital LtdMadurai, Tamil Nadu, India Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Functional Area : BFSI, Investments & Trading.
Employment Type : Full Time, Permanent.Notice period : Most pr...Show moreLast updated: 1 day ago
- Promoted
Team Lead
Valkyrie People ConsultingMadurai, 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
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundMadurai, 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: 3 days ago
- Promoted
Recruitment Team Lead
ExasoftDindigul, 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: 3 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutmadurai, tamil nadu, 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
Virtual Relationship Manager-Elite
upGrad Rekrutmadurai, tamil nadu, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 3 days ago
- Promoted
Business Development Manager - Staffing Services
Zyxware Technologiesdindigul, tamil nadu, in Business Development Manager - Staffing Services.We are seeking a results-driven Business Development Manager to drive revenue growth by acquiring new clients and expanding our staffing services ac...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
ConfidentialTiruppur, Coimbatore, Madurai Undertake new client acquisition and manage their retention, ensuring growth in business volumes.Develop the mortgage lending business at the ground level by acquiring new clients and gaining repea...Show moreLast updated: 30+ days ago
- Promoted
Equity Dealer
HDFC securitiesMadurai, Tamil Nadu, India Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show moreLast updated: 3 days ago
- Promoted
Senior Affiliate Manager
MedialiftDindigul, IN Fully-remote (from anywhere in the world).Medialift is a dynamic digital marketing agency specializing in a range of services, including in-app advertising, OEM advertising, media buying, retargeti...Show moreLast updated: 1 day ago
- Promoted
Partner Relationship Manager
Parrot CTFsdindigul, tamil nadu, in 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: 3 days ago
Relationship Manager - Wealth
Saaki Argus & Averil ConsultingMadurai, Tamil Nadu, IndiaQuick Apply
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHMadurai, 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
Staffing Lead (BFSI)
Alp Consulting Ltd.Dindigul, 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: 3 days ago
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of IndiaMadurai, 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: 8 hours ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltddindigul, tamil nadu, 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
Portfolio Development Manager
Bajaj Capital LtdMadurai, Republic Of India, IN Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Functional Area : BFSI, Investments & Trading.
Employment Type : Full Time, Permanent.Notice period : Most pr...Show moreLast updated: 1 day ago
- Promoted
Employee Relations (ER) Shift Lead
Tata ElectronicsMadurai, 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