Wealth Portfolio Manager

Position: Relationship Manager Department: Retail Banking / Wealth Management Location: Mumbai (Local candidates only) Experience Required: Minimum 2 years (mandatory) as Relationship Manager in a Bank The Relationship Manager (RM) will be responsible for managing and growing a portfolio of HNI and Affluent customers. The role demands strong customer relationship management skills, deep understanding of banking products (CASA & Third Party), and the ability to drive portfolio growth while providing superior service experience. 🔹 Key Responsibilities 1. Portfolio Management • Handle and grow a portfolio of HNI / Affluent clients through proactive engagement. • Ensure high levels of customer satisfaction through regular interactions and service support. • Conduct periodic portfolio reviews and financial assessments. 2. Business Development & Revenue Growth • Generate new business from existing clients through cross‑sell and up‑sell opportunities. • Achieve sales targets across key product lines including CASA, Insurance, Mutual Funds, Investments, and other third‑party products. • Drive digital banking adoption and enhance client wallet share. 3. Customer Servicing & Retention • Resolve customer queries with quick turnaround time. • Maintain strong client relationships to ensure long‑term portfolio stability. • Ensure compliance with internal banking processes and regulatory guidelines. 4. Compliance & Risk Management • Adhere to KYC/AML norms and internal audit requirements. • Ensure all customer documentation is maintained accurately. 🔹 Required Skills & Competencies • Minimum 2 years of experience as a Relationship Manager in a Bank (mandatory). • Strong knowledge of CASA, investments, insurance, and other third‑party products. • Excellent communication, customer engagement, and relationship‑building skills. • Ability to work with affluent/HNI clients and manage end-to-end service needs. • Should be a local candidate with understanding of the local market. • Candidates with stable experience preferred; job hoppers not preferred. 🔹 Education Qualification • Graduate or Post‑Graduate in any discipline (MBA/Finance preferred).