About this role
JD
Key Responsibilities
- Team Leadership & Mentoring: Supervise and mentor a team of 4 to 9 Privy or Affluent Relationship Managers (RMs). [1]
- Portfolio & Liability Growth: Oversee high-net-worth client accounts to increase liabilities, capture a larger share of wallet, and retain customer profitability. [1]
- Joint Calls & Advisory: Conduct joint client meetings with RMs, provide financial planning and investment guidance, and ensure customer service standards are met. [1]
- Training & Compliance: Train RMs on product knowledge, data usage, and compliance/regulatory guidelines while maintaining updated relationship files. [1]
- Grievance Resolution: Handle escalations and complaints coming through the affluent and HNW channel. [1]
Qualifications & Requirements
- Education: Graduation or Post-Graduation in Business Administration, Finance, or a related field.
- Certifications: AMFI (Mutual Funds) and IRDA (Insurance) certifications are typically required; NCFM is often preferred.
- Experience: Proven experience in wealth management, branch banking, or as a senior relationship/area manager.