Private Banking Portfolio Manager (India)

Hiring: Wealth Relationship Manager • AVP level (Banking) - Role: Wealth Relationship Manager (AVP) with a leading Small Finance Bank (Metro location) - Experience: Minimum 8 years in wealth/priority/HNI relationship management in Bank/NBFC/Boutique Wealth firm • Qualification: Postgraduate preferred; robust communication and client-facing skills Key responsibilities: - Acquire new HNI / UHNI customers and grow liabilities book (CASA, TD) in assigned branches • Deepen relationships with mapped HNI portfolio to increase wallet share and product holding • Drive cross-sell and upsell of banking products • liabilities, assets, TPP (investments, insurance), and digital channels • Provide investment advisory based on research; manage client portfolios across mutual funds, insurance, and other wealth products • Ensure high quality customer service, handle queries/complaints, and solicit referrals (Domestic and NRI) - Maintain compliance with KYC/AML, internal processes, and audit requirements • Share market and competitor feedback; contribute to branch revenue and portfolio quality Must have: - Strong local network in metro market and proven HNI acquisition track record • Deep product knowledge of investments, insurance, and digital banking • Result orientation with ability to work on revenue targets and manage multiple branches’ portfolios • Relevant certifications like NISM / IRDA (or willingness to obtain within timelines) Note: This role involves extensive travel across set of branches.