Relationship Manager Synergy Plus Business Consulting Group

About Synergy Plus Business Consulting Group

Job Description

Dear Candidate,

Were Hiring: Relationship Manager HNI Client Handling | Leading Private Bank

Position: Relationship Manager
Grade: Manager / Sr. Manager / AVP
Experience Required: 5+ Years in HNI Relationship Management & Portfolio Handling
Location: Delhi/NCR, Pune

Role Overview:
We are looking for an experienced Relationship Manager to manage and grow high-net-worth individual (HNI) client portfolios for a reputed private sector bank. The ideal candidate will be responsible for delivering customized financial solutions, growing the liability and investment book, and offering a holistic wealth management experience.

Key Responsibilities:

• Grow the liability and investment AUM portfolio through deepening existing relationships and acquiring new HNI clients.

• Drive revenue through cross-selling of wealth products: Trade Forex, Insurance, Investments, Retail Assets, etc.

• Ensure high-quality acquisition of potential Insignia clients.

• Manage a portfolio of both business and individual clients (including NRI customers).

• Increase product penetration by offering comprehensive solutions tailored to each client.

• Conduct regular portfolio reviews, allocations, and financial health check-ups.

• Collaborate with product experts to deliver personalized wealth and business banking solutions.

• Partner with Client Experience Managers to ensure superior service and satisfaction.

• Maintain strict adherence to compliance, documentation standards, and risk controls.

• Ensure complete 360 client engagement and ownership.

How to Apply:
Send your updated resume to:
recruiter4.spbcgroup@gmail.com
Contact Hemlata at 9315128588 for more information.

Join a dynamic team and take the next step in your wealth management career!