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Head - Relationship Manager - ( Team Role)

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Onsite

Head - Relationship Manager - ( Team Role)

AV Global Advisory Services

Head - Relationship Manager - ( Team Role)

Skills

Financial Planning

2 months ago

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Important information


Contract type:

Permanent

Salary:

₹1,500,000 – ₹2,500,000 / year

Location:

Chennai, Tamil Nadu, India

Work mode:

Onsite

Published on:

18 August 2026

What they need


Urgent Requirement with leading bank:

Experiance- Minimum 10 years of experiance in handling HNI/ wealth customers, team handling experiance from banks/ NBFC Firms preferred.

Key Responsibilities

Supervise and mentor the HNW channel by guiding Relationship Managers (RMs) to meet income targets.

Ensure RMs engage meaningfully with customers and are equipped to handle queries effectively.

Acquisition of High Net Worth Customers

Acquire new customers meeting product criteria through cross-referencing.

Ensure timely onboarding of quality accounts in the HNW channel.

Minimize depletion of newly acquired accounts.

Increase liabilities size via balances in existing customer accounts.

Managing High Net Worth Customers

Enhance and retain customer profitability by increasing wallet share.

Provide financial planning and investment advice tailored to customer needs.

Ensure the highest service levels and maintain updated relationship files.

Intersted candidates can whatsapp profiles to 7550101078

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