JOB SUMMARY-

Profile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial as well as investment needs and objectives.

Provide the face of the Bank to the highest net worth customers of the Bank.

Roles and Responsibilities:

- Manage relationships with High Net Worth Individuals (HNIs) to acquire recent clients and grow existing ones.

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Identify potential customers through networking, referrals, and market research to expand the customer base.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to retention & growth.

- Ensure ongoing self – development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.





- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

- Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded.

- Develop and implement effective sales strategies to meet targets set by the bank.

- Achieve the target set in terms of product – mix.

- Have complete knowledge of the customer base in terms of the profile, demographics & Assets in the Bank and other places.

Requirements

Minimum Qualification :Graduate/ Post Graduate

Minimum 5yrs of experience in Banking / Insurance

Should have experience in managing Client Book

Perks and Benefits

Salary Best in Industry + Incentives + other contests(Best in the Industry)

Key Skills:

- Wealth Management, Ultra HNI, HNI Acquisition, HNI client Handling

- Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management & Ultra HNI

📌 Relationship Manager - Pioneer Banking (Mumbai)
🏢 Mintskill HR Solutions
📍 Mumbai