Priority Banking - Relationship Manager

About the Role
We are looking for ang experienced Relationship Manager to manage and grow a portfolio of High Net Worth (HNI) customers. The role involves customer acquisition, relationship deepening, wealth management, cross-selling banking and investment products, and delivering an exceptional customer experience

Key Responsibilities

• Manage and grow relationships with Priority/HNI customers.
• Acquire new customers through referrals and market sourcing.
• Increase wallet share through investments, insurance, and banking products.
• Provide customized financial and wealth solutions based on customer needs.
• Achieve business targets across liabilities, investments, and third-party products.
• Maintain customer profiles, CRM records, and regulatory compliance (KYC/SEBI)

Desired Skills

• Strong client relationship and stakeholder management.
• Excellent communication and sales skills.
• Good understanding of banking, wealth, and investment products.
• Ability to identify customer needs and provide suitable financial solutions.
• Strong networking, problem-solving, and target-orientation.

Eligibility

• Graduate/Postgraduate from a recognized institution.
• 6-10 years of experience in Priority Banking, Wealth Management, Private Banking, or HNI Relationship Management.
• Proficiency in English and local language.

Location: Bandra Cluster

Industry: Banking & Financial Services

Role: Relationship Manager | Priority Banking | Wealth Management

This version is concise and optimized for a Naukri posting while retaining the key attraction points for experienced RM/HNI candidates.