About the role

Relationship Manager Premia

Job Summary:

Bank seeks a Relationship Manager Premia to deepen existing client relationships and acquire new ones. This role serves as the single point of contact for managed clients, driving wallet share across Liabilities, Investments, and related products, significantly impacting client satisfaction and bank profitability.

Key Responsibilities:

Manage banking and investment relationships to drive liabilities and investment growth.
Identify opportunities to increase wallet share and actively cross-sell financial products to clients.
Ensure compliance with RBI, SEBI, AMFI, IRDA, and internal bank policies to maintain high regulatory standards.
Conduct regular client meetings to assess needs, provide solutions, and enhance client loyalty.
Collaborate with internal teams to develop tailored financial strategies that meet client objectives.
Maintain accurate records of client interactions and transactions in compliance with data integrity regulations.
Stay updated on market trends, financial products, and industry regulations to provide informed advice to clients.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field; Master's preferred.
Minimum of 2 years of experience in the Banking, Financial Services, and Insurance (BFSI) sector.
Strong relationship-building skills with a proven track record in client management.
Familiarity with regulatory frameworks, compliance requirements, and financial products.
Excellent communication skills, fluency in English (written and spoken) is essential.
Ability to work in a fast-paced environment and meet sales targets effectively.
Relevant certifications such as AMFI, NCFM, IRDA, JAIB, CAIIB, or equivalents are a plus.

Preferred Qualifications:

Experience in high-net-worth client management or wealth management roles.
Demonstrated ability to develop and sustain long-term client relationships.
Strong analytical skills to assess client needs and market opportunities effectively.
Proficiency in financial analysis and portfolio management.

Benefits:

Competitive salary with performance-based incentives and bonus structures.
Comprehensive health insurance and wellness programs for employees and their families.
Opportunities for professional development and continuous learning.
Flexible working hours and remote work options.
Employee stock purchase plan supporting long-term loyalty and commitment.
Access to a diverse range of financial products and exclusive employee benefits.
Supportive company culture that promotes work-life balance and community involvement.

RM – YP