Weath relationship manager

Company Description AU Small Finance Bank was founded over three decades ago by Mr. Sanjay Agarwal, a Chartered Accountant and first-generation entrepreneur, together with a skilled and committed team. The bank has grown rapidly, driven by a strong focus on customer-centric solutions and long-term community impact. Originally envisioned as one of the fastest growing banks, AU Small Finance Bank is now progressing toward becoming a Universal Bank. As it expands, the organization remains committed to aligning its services with the needs and aspirations of its customers and the wider community, offering opportunities for professionals who value growth, innovation, and responsible banking.
Role Description The Wealth Relationship Manager is a full-time on-site role based in Bengaluru. The individual in this position will manage and grow a portfolio of high-value customers, providing personalized wealth and investment solutions aligned with their financial goals and risk profiles. Daily responsibilities include conducting client meetings, reviewing portfolios, recommending suitable financial products, and ensuring high standards of service and compliance. The role also involves collaborating with internal teams, tracking market trends, identifying cross-selling and upselling opportunities, and maintaining accurate records and reports. The Wealth Relationship Manager is expected to build long-term relationships, enhance customer satisfaction, and contribute to the bank’s overall business growth.
Qualifications
Strong relationship management skills, with the ability to understand client needs and build long-term trust.
Knowledge of wealth management products, banking services, and investment instruments such as mutual funds, insurance, and fixed-income products.
Ability to analyze financial goals and risk profiles to recommend appropriate portfolio strategies.
Excellent communication, negotiation, and presentation skills to interact effectively with diverse clients.
Detail-oriented with strong organizational and documentation skills, ensuring compliance with regulatory and internal policies.
Proficiency in using banking systems, CRM tools, and standard office software for reporting and client management.
Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; professional certifications in wealth management or financial planning are an advantage.
Prior experience in relationship management, wealth management, or retail banking, preferably in a customer-facing role.
Ability to work in a fast-paced environment, meet targets ethically, and collaborate effectively with cross-functional teams.

Work arrangement
No