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

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

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

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Conduct joint customer meetings and provide customized life insurance solutions

Business Development & Sales

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Drive high-ticket premium business through need-based selling

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

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Achieve assigned premium, revenue, and productivity targets

Customer Engagement & Service

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

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Handle escalations and ensure high service standards and customer satisfaction

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Ensure robust persistency and repeat business

Compliance, Process & MIS

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

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Maintain accurate MIS, sales pipeline, and customer documentation

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Monitor business quality, case turnaround time, and service metrics

Market Intelligence & Strategy

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Track market trends, competitor offerings, and customer preferences

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Provide insights and feedback to leadership for business strategy improvement

Desired Skills & Competencies

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Strong experience in HNI / Affluent customer handling

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Excellent relationship management and wealth-selling skills

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Ability to close large-ticket life insurance cases

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Strong communication, presentation, and negotiation abilities

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High level of professionalism and compliance orientation

Eligibility Criteri

📌 Ism Hni (Surat)
🏢 Skywings Advisors
📍 Surat