Priority Relationship Manager
- Skywings Advisors
- 10 Positions
- Noida, Gurugram
- 2 days ago
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- Report this job
Job Description
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Proven experience in relationship management, wealth management, or HNI banking.
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Strong sales, cross-selling, and up-selling skills.
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Knowledge of banking products, investments, insurance, loans, and financial planning.
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Excellent communication, negotiation, and client advisory skills.
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Client-centric mindset with strong focus on customer retention and satisfaction.
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Understanding of risk management, regulatory compliance, and AML/KYC procedures.
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Ability to work in a team and deliver results in a target-driven environment.
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Build and maintain strong relationships with HNI and priority banking clients.
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Acquire new clients and expand existing client portfolios.
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Provide wealth management advisory, including investments, insurance, loans, and deposits.
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Achieve assigned sales targets and revenue growth KPIs.
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Ensure compliance with KYC, AML, and regulatory requirements.
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Collaborate with internal specialists to provide comprehensive financial solutions.
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Maintain accurate CRM records and reporting.
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Proven experience in relationship management, wealth management, or HNI banking.
-
Strong sales, cross-selling, and up-selling skills.
-
Knowledge of banking products, investments, insurance, loans, and financial planning.
-
Excellent communication, negotiation, and client advisory skills.
-
Client-centric mindset with strong focus on customer retention and satisfaction.
-
Understanding of risk management, regulatory compliance, and AML/KYC procedures.
-
Ability to work in a team and deliver results in a target-driven environment.
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Bachelors degree in Finance, Commerce, Business Administration, or related field.
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2+ years of experience in priority banking, wealth management, or relationship management
Hi
We are hiring for one of the leading MNC Bank.
Job Title: Priority Relationship Manager
Department: Wealth & Retail Banking
Location: Gurugram
Employment Type: Full-Time / Permanent
Required Skills & Competencies:
Job Summary:
We are looking for an experienced Priority Relationship Manager to manage and grow a portfolio of High Net-Worth (HNI) and affluent clients. The role focuses on client acquisition, portfolio management, cross-selling of banking and wealth products, and ensuring high client satisfaction.
Key Responsibilities:
Required Skills & Competencies:
Qualifications:
If interested, kindly send your resume to hidden_email or can call on hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Priority Relationship ManagerContact Details:
Company: Skywings AdvisorsLocation(s): Noida, Gurugram
Keyskills: priority banking wealth management portfolio management advisory client relationship management investment cross selling retail branch banking hni
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