The Relationship Manager – Banca (HNI Segment) is responsible for managing and growing High Net Worth Individual (HNI) life insurance business through HSBC Bank branches. The role focuses on relationship management, wealth-led selling, premium growth, and customer retention while delivering a superior experience to affluent clients and ensuring compliance with regulatory and bank standards.

Key Responsibilities

HNI Relationship Management

- Manage and grow life insurance business from HNI and affluent customers of HSBC Bank

- Build long-term relationships with HSBC Relationship Managers, Wealth Managers, and Branch Heads

- Conduct joint customer meetings and provide customized life insurance solutions

Business Development & Sales

- Drive high-ticket premium business through need-based selling

- Identify opportunities for wealth protection, succession planning, and retirement solutions

- Achieve assigned premium, revenue, and productivity targets

Customer Engagement & Service

- Deliver end-to-end support to HNI customers from proposal to policy issuance

- Handle escalations and ensure high service standards and customer satisfaction

- Ensure strong persistency and repeat business

Compliance,



Process & MIS

- Ensure strict adherence to IRDAI regulations, bank guidelines, and internal policies

- Maintain accurate MIS, sales pipeline, and customer documentation

- Monitor business quality, case turnaround time, and service metrics

Market Intelligence & Strategy

- Track market trends, competitor offerings, and customer preferences

- Provide insights and feedback to leadership for business strategy improvement

Desired Skills & Competencies

- Strong experience in HNI / Affluent customer handling

- Excellent relationship management and wealth-selling skills

- Ability to close large-ticket life insurance cases

- Solid communication, presentation, and negotiation abilities

- High level of professionalism and compliance orientation

Eligibility Criteria

- Graduate in any discipline (MBA/PGDM preferred)

- 7–12 years of experience in Life Insurance / Bancassurance / Wealth Management

- Proven experience in HNI or Elite customer segment

- Experience working with HSBC Bank or similar private/foreign banks is an advantage

📌 Ism Hni (Surat)
🏢 Skywings Advisors
📍 Surat