Talent.com
Relationship Manager-Team Lead Wealth Management

Relationship Manager-Team Lead Wealth Management

State Bank of Indiadehradun, India
14 hours ago
Job description

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 :

  • 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 ) :

    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 :

    Create a job alert for this search

    Relationship Wealth • dehradun, India

    Related jobs
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutdehradun, uttarakhand, 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
    Wealth Management Advisor

    Wealth Management Advisor

    Anand Rathi Share and Stock Brokers LtdDehra Dūn, Republic Of India, IN
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Management Specialist

    Portfolio Management Specialist

    Anand Rathi Share and Stock Brokers LtdDehra Dūn, Republic Of India, IN
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqdehradun, uttarakhand, 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
    Relationship Manager - Sales

    Relationship Manager - Sales

    ConfidentialDehradun
    To identify and acquire the customers.Maintaining the relationship with the customers.Cross-sell the investment party products. Acquiring new and prospective customers Understanding the requirements...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    High Salary! Relationship Manager

    High Salary! Relationship Manager

    InsuranceDekhoDehradun, Uttarakhand, India
    Profile : Relationship manager Location : Haldwani, rudrapur, pantnagar, rudrapryag Experience : Minimum 6 months in the Insurance sector (Motor / Health Insurance preferred) Channel : Agency Channel ...Show moreLast updated: 2 hours ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutdehradun, uttarakhand, 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
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdDehradun, Uttarakhand, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltddehradun, uttarakhand, 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
    WBO : WBC-WB Service Relationship Manager

    WBO : WBC-WB Service Relationship Manager

    ConfidentialHaridwar, India
    WBO : WBC-WB Service Relationship Manager.About Wholesale Banking Operations.Wholesale Banking Operations manages the entire life cycle of the Wholesale Banking customers, it also caters to the vario...Show moreLast updated: 8 days ago
    • Promoted
    Relationship Manager-Group

    Relationship Manager-Group

    ConfidentialSaharanpur, India
    The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify prospective customers and c...Show moreLast updated: 8 days ago
    • Promoted
    Client Relationship Lead

    Client Relationship Lead

    Anand Rathi Share and Stock Brokers LtdDehra Dūn, Republic Of India, IN
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - RBB

    Relationship Manager - RBB

    ConfidentialDehradun
    We are seeking a customer-focused Relationship Manager – RBB to manage and grow the retail customer portfolio.The role involves deepening customer relationships, cross-selling banking products, and...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    ConfidentialDehradun, India
    Mumbai and with presence in over 14 cities pan India and catering to 5,000 customers.We aim to make a difference in the financial space by offering fit-for-purpose and innovative financial solution...Show moreLast updated: 8 days ago
    • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    ConfidentialHaridwar, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show moreLast updated: 8 days ago
    • Promoted
    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    Business Development Partner – Recruitment | Profit Share Model + Equity Opportunity

    ComfNet Solutions GmbHdehradun, uttarakhand, 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: 3 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialSaharanpur
    We are looking for a dynamic and customer-focused Relationship Manager to join our team.The ideal candidate will be responsible for generating new business, building strong customer relationships, ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    MashreqDehra Dūn, Republic Of India, 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