Opening For Insignia Relationship Manager

Position: Insignia Relationship Manager

Location: Mumbai

Role Overview

The Insignia RM is responsible for managing ultra-high-net-worth (UHNW) clients/HNI, offering personalized wealth and banking solutions to grow wallet share, deepen relationships, and deliver exceptional service.

Key Responsibilities:

Manage a portfolio of elite UHNW /HNI clients.

Offer customized investment and banking solutions (MFs, AIFs, PMS, Bonds, Insurance, etc.).

Ensure high levels of client engagement, retention, and satisfaction.

Acquire new high-value clients through referrals and networks.

Achieve revenue and product penetration targets.

Maintain strict compliance with regulatory and internal policies.

Candidate Profile:

Graduate/Postgraduate with 5+ years in wealth/private banking.

Intrested Canidates can directly apply by sharing cv on

• Experience

  5 - 11 Years

• No. of Openings

  40

• Education

  Graduate (B.A, B.Com, B.Sc)

• Role

  Insignia Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Mumbai