The Platinum Relationship Manager manages and grows a portfolio of HNI / UltraHNI customers by providing customized Platinum Banking and Wealth Management solutions, while driving AUM, CASA, and revenue growth.
Key Responsibilities
- Manage and deepen relationships with HNI / UltraHNI clients
- Provide investment, wealth, and credit advisory based on client needs
- Drive growth in AUM, CASA balances, and fee income
- Crosssell banking, investment, and insurance products
- Ensure high service standards and personalized client experience
- Maintain strict adherence to regulatory and compliance guidelines