Relationship Manager-Team Lead Wealth Management

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 :

MBA (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 .

Post-Qualification Experience (as on 01.05.2025) :

Mandatory :

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.

Key Responsibilities :

Business & Sales Management

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.

Client Relationship Management

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 .

Team Leadership & Performance

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.

Compliance & Governance

Ensure full compliance with internal systems, processes, and regulatory guidelines.

Guarantee 100% transaction documentation and same-day client instruction execution .

Branch & Market Development

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.

Core Competencies :

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

Apply below : hr.21@tnmhr.com

• 91 8433957699