Relationship Manager - Professional Clients Group - Banking (4-22 yrs)

Position Title - Relationship Manager

Department - Professional Clients Group (PCG)

Business - PCG

Role Expectations:

The Relationship Manager (RM) is expected to: Possess expertise in equity derivatives markets and establish client relationships in the assigned geography.

- Acquire UHNI/Family Office clients (ticket size - 5 Cr+ per account).

- Offer a diverse product suite, including structured products, MFs, AIFs, PMS, and other wealth solutions.

Key Responsibilities:

- Expand the client base, revenue, and market share by targeting UHNI, large self-trader clients, and corporate customers.

- Manage and retain client relationships to maximize wallet share across equity and cross-sell products like Alternative Investments, Forex, PMS, and Fixed Income.

- Maintain a multi-product focus and drive cross-sell profitability with both new and existing clients.

- Ensure alignment with internal teams (Risk, Operations, etc.) for seamless business operations.

Functional & Behavioral Competencies:

- Strong knowledge of capital markets (Cash, F&O, Currency).

- Expertise in wealth products (MFs, PMS, AIFs, SPs) and customization for HNWI clients.

- Business acumen with a hunger to grow, problem-solving abilities, and social intelligence.

- Adherence to corporate and regulatory governance risk frameworks.