Relationship Manager - Wealth Management - Banking

Relationship Manager for Affluent Customers

Role Overview:

As a Relationship Manager, you will serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients based in Chennai. This role involves managing the end-to-end financial lifecycle of your clients, from identifying investment opportunities to providing ongoing portfolio reviews. You will work closely with internal product desks and research teams to deliver a seamless banking experience, ensuring that every client interaction reflects the premium standards of the firm. Your success will be measured by your ability to deepen existing client relationships, drive asset growth, and provide expert guidance in volatile market conditions.

Skills Required:

- Wealth Banking Knowledge

- Familiarity with CASA, TD, Mutual Funds, Insurance, SIP, Forex, and Equity

- AUM Size: 50 Crores+

- Strong Interpersonal Skills

- Financial Planning Advisory