Relationship Manager - Wealth Management

Req ID:  6261
Job Description: 

Execute sales plans pro-actively to increase high net worth investments with Funding Societies.

Responsibilities and Duties:

  • Responsible for acquiring and deepening the investor base of the platform.
  • Develop and manage relations with high net worth investors.
  • Acquire a larger wallet share from existing as well as new investors.
  • Support engagement with Tech, Marketing and Risk teams to improve investment experience on the platform.
  • Provide support in structuring investment products to meet market demand.
  • Maintain high quality of professional integrity always.



  • To provide quality wealth advisory services and financial product recommendations to II NW Private Clients,
  • To enhance franchise value by cross-selling appropriate Wealth solutions based on advisory based approach.
  • To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives.



  • To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.
  • To build sustainable relationship with Private Client customers by timely follow-ups and anticipate customers' needs.
  • To proactively engage Private Client customers to achieve continuous customer satisfaction level.



  • To ensure adherence sales advisory to all related policies, regulatory risk and compliance matters including processes and procedures.
  • To ensure no operational and control lapses.
  • To ensure timely submission of both statutory and regulatory reports,
  • Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements.
  • Another duties/assignment as and when directed/assigned by the superior as per business requirement from time to time.