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Wealth Relationship Manager
ConfidentialGurgaon / Gurugram, Delhi NCR, Delhi30+ days ago
Job descriptionGraduate / Postgraduate with 3-8 years of relevant experience in retail banking or wealth management. Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills.
A leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations.
Key Responsibilities :
- Acquire and manage a portfolio of HNI and affluent clients.
- Cross-sell banking products such as CASA , Life Insurance (LI) , and Mutual Funds .
- Provide personalized wealth management solutions based on client profiles and risk appetite.
- Ensure high levels of customer satisfaction through proactive service and engagement.
- Maintain regular client interactions and conduct portfolio reviews.
- Comply with all banking and regulatory guidelines.
Candidate Profile :
Skills Required
Casa
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Relationship Manager • Gurgaon / Gurugram, Delhi NCR, Delhi
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