Relationship Head - Wealth RM Team

## Relationship Head - Wealth RM Team ### Role Overview We are seeking an experienced and dynamic Relationship Head to lead a Wealth Relationship Manager team for a leading bank in the Delhi NCR region. This senior leadership role requires a seasoned banking professional who can drive wealth management business growth, mentor a high-performing RM team, and build lasting relationships with high-net-worth and ultra-high-net-worth clients. The ideal candidate will combine deep product knowledge across wealth management offerings with strong team management capabilities. ### Key Responsibilities - Lead, manage, and mentor a team of Wealth Relationship Managers to achieve business targets and deliver exceptional client service - Drive acquisition and retention of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through strategic relationship management - Oversee the delivery of comprehensive wealth management solutions including investments, insurance, structured products, and portfolio advisory services - Monitor team performance, set KPIs, and implement strategies to maximize revenue and AUM growth - Ensure compliance with regulatory guidelines and internal risk frameworks across all wealth management activities - Collaborate with product teams, investment advisors, and senior management to develop and refine wealth propositions - Handle escalations and maintain strong personal relationships with key clients in the portfolio - Conduct regular portfolio reviews and market briefings for clients and team members ### Requirements & Qualifications - Minimum of 5 to 10 years of experience in wealth management, private banking, or relationship management within the banking or financial services sector - Proven track record of managing and leading a team of Relationship Managers in a wealth or private banking environment - Strong knowledge of wealth management products including mutual funds, PMS, AIF, bonds, insurance, and structured products - Demonstrated ability to acquire, manage, and grow HNW/UHNW client relationships - Excellent communication, negotiation, and interpersonal skills - AMFI/IRDA certifications preferred; CFP or CFA certification will be an added advantage - Strong analytical and problem-solving abilities with a client-centric approach - Ability to thrive in a target-driven, fast-paced banking environment ### About the Company V Konnect is a specialized recruitment and talent solutions firm focused on connecting skilled professionals with leading organizations across the banking, financial services, and insurance sectors. The company partners with top-tier financial institutions to fulfill critical hiring needs across leadership and mid-senior roles. .