Relationship Manager Jobs in Coimbatore BFSI

📋 Job Description

Jobzi is sourcing qualified candidates for Relationship Manager positions in Coimbatore's private BFSI sector. This is a full-time opportunity with a reputed Banking, Financial Services and Insurance employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Manage a portfolio of HNI and UHNI customers with significant banking relationships
• Conduct periodic portfolio reviews and recommend rebalancing of investment and loan products
• Acquire new HNI clients through referrals, networking, and branch walk-ins
• Achieve AUM growth targets and revenue goals for the assigned customer portfolio
• Advise clients on wealth management products including MFs, bonds, and structured products
• Handle complex customer needs including NRI banking, overdraft facilities, and wealth structuring
• Coordinate with product specialists, loan teams, and wealth advisors for comprehensive client solutions

🎓 Qualifications and Requirements

• MBA in Finance, B.Com, or BBA with 3-7 years of banking/wealth management experience
• Proven track record of managing HNI customer portfolios in retail banking
• NISM Series V-A (Mutual Fund Distributors) certification mandatory
• Strong knowledge of investment products, tax planning, and estate planning
• Excellent communication and interpersonal skills for HNI client engagement
• Experience with CRM systems and portfolio management tools
• Ability to meet revenue and AUM targets consistently
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series Certifications, IIBF JAIIB/CAIIB, IRDAI Insurance License, CFA Level 1-3, FRM (Financial Risk Manager), CFP (Certified Financial Planner), ACCA, CA (Chartered Accountant), AMFI ARN Certification, NCFM modules