Relationship Manager - First Wealth (3-5 Yrs) Ranchi/Hyderabad/Chennai/Jharkhand (BFSI Sales)

Job Title: Relationship Manager - First WealthExperience: 3 YearsIndustry: Banking / Financial ServicesLocations: Ernakulam | Ranchi | Chennai | HyderabadJob SummaryA leading bank is hiring Relationship Managers - First Wealth to manage and grow a portfolio of affluent and emerging high-net-worth customers. The role focuses on delivering customized banking, investment, and wealth solutions while driving portfolio growth, revenue, and superior customer experience.Key Responsibilities- Manage and deepen relationships with First Wealth / Affluent segment customers.- Acquire new customers through referrals, market outreach, and internal leads.- Offer tailored banking and wealth solutions including CASA, deposits, investments, insurance, and loans.- Conduct regular portfolio reviews and provide financial planning support aligned with client needs.- Drive cross-sell and up-sell of wealth and liability products to achieve business targets.- Ensure adherence to KYC, AML, and regulatory compliance norms.- Coordinate with product, operations, and investment teams for seamless service delivery.- Maintain high levels of customer satisfaction and long-term relationship value.Desired Candidate Profile- Minimum 3 years of experience in relationship management, wealth management, or affluent banking.- Strong understanding of banking products, investments, and customer lifecycle management.- Proven track record in customer acquisition and portfolio growth.- Excellent communication, presentation, and interpersonal skills.- Target-driven with a customer-first mindset.Educational Qualification- Graduate in any discipline (MBA / CA / CFA / CFP preferred).Key Skills- Relationship & Portfolio Management- Affluent / First Wealth Banking- CASA & Liability Sales- Investment & Insurance Products- Client Acquisition & Retention- Compliance & Risk AwarenessWhat the Bank Offers- Opportunity to work with a leading bank and premium clientele- Attractive compensation with performance-linked incentives- Clear career progression in wealth and retail banking (ref:updazz.com)

Payroll Type : Permanent