Job Title: Relationship Manager – First Wealth

Job Purpose / Summary:

The Relationship Manager – First Wealth is responsible for managing and growing a portfolio of emerging affluent customers, providing tailored financial solutions, and driving revenue through liability and wealth product sales. The role focuses on customer acquisition, relationship deepening, and investment advisory.

Key Responsibilities:

• Manage and service a portfolio of First Wealth / emerging affluent customers
• Acquire new clients through referrals, leads, and self-sourcing
• Drive growth in CASA, term deposits, and investment AUM
• Cross-sell wealth products such as mutual funds, insurance, bonds, PMS, and structured products
• Provide basic financial advisory aligned to customer goals and risk profile
• Increase customer engagement through regular interactions and portfolio reviews
• Achieve sales targets across liabilities, investments, and third-party products
• Ensure superior customer experience and timely resolution of queries
• Promote digital banking and wealth platforms
• Adhere to KYC, AML, and regulatory compliance guidelines

Key Skills & Competencies:

• Strong sales and relationship management skills
• Understanding of wealth/investment products
• Customer-centric approach with advisory mindset
• Excellent communication and influencing skills
• Target-driven and performance-oriented

Eligibility Criteria:

• Graduate / Postgraduate (MBA preferred)
• 2–6 years of experience in retail banking / wealth management
• AMFI certification (mandatory/preferred)
• IRDA certification (added advantage)

Key Performance Indicators (KPIs):

• AUM (Assets Under Management) growth
• CASA and deposit mobilization
• Fee income / wealth revenue
• Customer acquisition and portfolio growth
• Customer retention and satisfaction

Short Version (for LinkedIn):

Hiring Relationship Managers – First Wealth segment. Role involves managing emerging affluent clients, driving AUM growth, and cross-selling wealth and liability products. Candidates with 2–6 years of banking/wealth experience and strong sales orientation preferred.

If you want, I can also:
✔ Differentiate Aspire vs First Wealth vs Priority Banking RM
✔ Create a headhunter pitch message
✔ Add exact bank-specific naming (e.g., Axis/ICICI/HDFC)