Relationship Manager-Team Lead Wealth Management
State Bank of Indiapalakkad, India17 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
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 ) :
Mandatory :
- Graduate from a Government recognized University or Institution.
Preferred :
Post-Qualification Experience (as on ) :
Mandatory :
Key Responsibilities :
Business & Sales Management
Client Relationship Management
Team Leadership & Performance
Compliance & Governance
Branch & Market Development
Core Competencies :
Apply below :
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Relationship Wealth • palakkad, India
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