We are hiring a Retail Banking Relationship Manager to join our elite banking team in Himmatnagar. This role requires strong relationship management skills to handle affluent and high-net-worth (HNW) clients and offer tailored financial solutions that meet their investment and banking needs. 

If you're passionate about wealth management and customer-centric banking, this is your opportunity to grow by applying jobs at  private sector bank in Himmatnagar.

Employer: Leading Private Bank
Location: Himmatnagar Gujarat
Job Type: Full-Time
Industry: Banking, Financial Services, Wealth Management
Experience: 2–5 years preferred in Relationship Management or Wealth Advisory
Education: Graduate in Finance, Business, or related field (MBA preferred)

Key Responsibilities as Private Sector Bank jobs in Himmatnagar :

• Serve as the single point of contact for HNW clients, managing all their banking and financial needs.
• Acquire new affluent clients through referrals, personal networking, and market insights.
• Build deep, long-term client relationships through regular portfolio reviews and consistent engagement.
• Promote and sell a variety of banking and wealth management products, including savings accounts, fixed deposits, mutual funds, insurance, and home loans.
• Achieve revenue and product sales targets through cross-selling and up-selling strategies.
• Analyze Himmatnagar clients’ risk profiles and ensure appropriate asset allocation aligned with financial goals.
• Keep abreast of market trends to recommend timely and personalized investment solutions.
• Ensure high customer satisfaction and compliance with internal policies and regulatory requirements.

Required Skills & Qualifications:

• Bachelor’s degree in Finance, Business, or related field (MBA or CFP/CFA is a plus).
• 2–5 years of experience in wealth management, relationship management, or retail banking in Himmatnagar.
• Strong knowledge of investment products, insurance, and loan offerings.
• Excellent interpersonal, communication, and negotiation skills.
• Goal-oriented with proven track record in achieving sales targets.
• Proficient in CRM tools and Microsoft Office Suite.

Why Join Us:

• Work with a prestigious private bank with a strong brand presence.
• Opportunity to manage premium clients and portfolios in Himmatnagar Gujarat.
• Career advancement opportunities in wealth and investment banking.
• Competitive salary + performance-based incentives.
• Learning and development programs for continuous growth.

How to Apply: Apply with your updated CV and a short cover letter for retail relationship management jobs in Himmatnagar. Apply today and be part of a fast-growing team that values innovation and customer excellence.