Hiring For Wealth RM and Branch Relationship Head

ConfidentialJalandhar

30+ days ago

Job description

Job Summary :

We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development.

Key Responsibilities :

Acquire and manage relationships with HNI and retail clients.
Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.).
Conduct regular portfolio reviews and offer financial planning advice tailored to client needs.
Lead and mentor branch-based relationship teams to achieve targets.
Ensure seamless customer experience and high service standards.
Develop and execute strategies to expand the client base through referrals and networking.
Ensure adherence to compliance, risk, and regulatory guidelines (KYC, AML, etc.).
Maintain MIS and report performance metrics to leadership.

Skills Required :

In-depth knowledge of retail and wealth banking products.

Strong interpersonal and relationship-building skills.

Sales-driven with target-oriented mindset.

Excellent communication and client-handling abilities.

NISM or AMFI certifications preferred for Wealth RM role.

Skills Required

Portfolio Management, Risk Assessment, Financial Analysis, investment strategies, Relation Manager

Create a job alert for this search

Hiring For • Jalandhar