No longer accepting applications
Relationship Manager-Team Lead Wealth Management
State Bank of Indiamysore, karnataka, in21 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 • mysore, karnataka, in
Related jobs
- Promoted
Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity
ComfNet Solutions GmbHMysore, 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: 4 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutmysore, karnataka, 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
Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales
ConfidentialIndia, Mysore We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment.
The role focuses on deposit mobilization, cross-s...Show moreLast updated: 30+ days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqmysore, karnataka, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 4 days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdmysore, karnataka, 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: 4 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutmysore, karnataka, 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
- New!
Bharat Banking : Relationship Manager - Farmer Funding
ConfidentialMandya, India Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets.
The department is expected to drive business outcomes by focu...Show moreLast updated: 3 hours ago
- Promoted
Staffing Lead (BFSI)
Alp Consulting Ltd.Mysore, 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
- Promoted
Investor Relations Associate
TalentojMysore, 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
Business Development Manager - Staffing Services
Zyxware Technologiesmysore, karnataka, 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
ConfidentialIndia, Mysore Arka Fincap Limited (AFL) is a customer-focused, digitally enabled, and systemically important Non-Banking Finance Company (NBFC).
Founded in 2018, Arka offers secured and unsecured financing soluti...Show moreLast updated: 8 days ago
- Promoted
Team Lead
Valkyrie People ConsultingMysore, 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
Employee Relations (ER) Shift Lead
Tata ElectronicsMysore, 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: 3 days ago
- Promoted
Recruitment Team Lead
ExasoftMysore, 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
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of Indiamysore, India 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: 13 hours ago
- Promoted
- New!
Relationship Manager-SARAL LOANS-Marketing Branches Operations
ConfidentialIndia, Mysore We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment.
The role involves handling cust...Show moreLast updated: 3 hours ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundMysore, 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
Bench Sales Lead
Redsun Solutions LLCmysore, karnataka, in We are looking for a dynamic Bench Sales Lead with strong leadership skills, a passion for performance, and the drive to build and lead a high-performing team.
The ideal candidate will be hands-on, ...Show moreLast updated: 3 days ago