Job Details

Relationship Manager-Wealth

Role: Relationship Manager-Wealth [RM-Wealth]

Grade: DMII to MMI

Reports to: Branch Manager-Wealth Management Group

Job Role and Responsibilities:

  • To ensure more wallet share to the customers to avoid devaluation of securities.
  • To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients).
  • Managing relationship to improve relationship value of existing customers.
  • Ensuring products, the customers according to their requirements.


  • Maintain and deepen the relationships with the customers
  • Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
  • Ensure compliance as per the bank requirements
  • Maintain regular contact with clients

Skills and Competencies:

  • Ability to analyze data
  • Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc.)
  • Maintaining external network i.e. to maintain contact with the customers
  • Attitude to service clients by providing them smooth and superior service delivery

Educational Qualifications

  • Graduate & Post Graduate with 4-8 Years work experience.


Across India

Min Exp (yrs):


Max Exp (yrs):


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