Branch Head Senior Relationship Manager

About the Role

The ideal candidate should have strong experience in Wealth Management / Private Banking and should have handled HNI/UHNI clients.

What You Will Be Responsible For

Business Development & Growth

• Take complete ownership of the branch business.
  
• Drive revenue, AUM, client acquisition, and profitability.
  
• Develop new HNI/UHNI relationships through networking, referrals, partnerships, and market outreach.
  
• Expand the company's presence across Hyderabad and surrounding markets.
  

HNI/UHNI Client Management

• Manage and develop relationships with HNI/UHNI clients.
  
• Understand client financial goals and provide suitable wealth management and investment solutions.
  
• Build long-term relationships and generate client retention, referrals, and additional business.
  
• Handle senior-level and complex client requirements.
  

Team Management

• Lead and manage a team of Relationship Managers and support staff.
  
• Set targets and monitor team performance.
  
• Coach and mentor the team to improve productivity and business results.
  
• Build a strong, performance-driven team.
  

Branch Operations & Compliance

• Manage the overall day-to-day operations of the branch.
  
• Ensure smooth client servicing and operational efficiency.
  
• Ensure compliance with company policies and regulatory requirements.
  
• Monitor branch performance, sales pipeline, MIS, and business targets.
  

Stakeholder Management

• Work closely with Investment, Product, Operations, Compliance, Marketing, and Research teams.
  
• Provide regular business updates and forecasts to senior management.
  
• Represent the company at client meetings, industry events, and networking forums.
  

Requirements

• 10–12 years of experience in Wealth Management, Private Banking, Investment Advisory, Financial Services, or Relationship Management.
  
• Strong experience handling HNI/UHNI clients.
  
• Proven track record of business development and revenue generation.
  
• Experience managing a team of Relationship Managers.
  
• Experience managing a branch or regional business will be preferred.
  
• Good understanding of wealth management and investment products.
  
• Strong client acquisition and relationship-building skills.
  
• Excellent communication, presentation, negotiation, and leadership skills.
  
• Strong business acumen and ownership mindset.