Private Banking Relationship Manager - Leading Bank

Client- Leading Private Sector Bank

Role- Private Banking Relationship Manager

Location- Hyderabad

Experience- Relationship Manager with minimum 8 years of experience in Wealth Management / Private banking Segment from Banks /NBFC Firms.

Role:

• Private Banking Relationship Manager (Wealth RM) manages a portfolio of High-Net-Worth (HNW) /Ultra-High-Net-Worth (UHNW) clients.
• Act as a dedicated point of contact to provide personalized financial advisory, portfolio management, and cross-sell investment and liability products to grow relationship profitability
• Building and nurturing long-term relationships with clients.
• Offering tailored financial advice based on individual client needs.
• Introducing clients to new banking products and services.
• Assisting clients with loan applications, investment planning, and account management.
• Resolving client queries and concerns promptly.
• Monitoring financial trends and advising clients accordingly.
• Ensuring compliance with all regulatory and internal banking policies.
• These core functions help build customer loyalty and drive client satisfaction, reinforcing the trust between the customer and the bank.

Interested applicants can share cvs to [phone removed]