Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to acquire new clients for wealth management services.

- Identify cross-sell opportunities for existing clients across various banking products such as deposits, credit cards, insurance, investments, etc.

- Develop and maintain strong relationships with HNI customers through regular communication and personalized service.

- Collaborate with internal teams to resolve customer queries and issues related to their portfolios.

- Meet sales targets by acquiring recent clients and growing existing ones' assets under management (AUM).

Desired Candidate Profile

- 5-10 years of experience in Wealth Management or Private Banking industry.

- Strong understanding of Preferred Banking, Priority Banking Relationship Manager, Elite, Platinum, Premier Banking, NRI Sales & Services.

- Excellent communication skills for effective relationship-building with HNIs/NRIs.

- Ability to work independently with minimal supervision while meeting sales targets.

📌 Elite Relationship Manager (Bengaluru)
🏢 Firon Consulting Bangalore
📍 Bengaluru