TThe Relationship Manager - HNI manages and grows banking and investment relationships for High Net-Worth Individuals (HNIs)

Work Locations: Kurukshetra, Delhi NCR

Responsibilities

- Portfolio Management: Manage and expand a dedicated portfolio of HNI banking and investment relationships.
- CASA & Liabilities Growth: Increase Current Account and Savings Account (CASA) balances by deepening existing client relationships and acquiring New-to-Bank (NTB) customers.
- Cross-Selling & Up-Selling: Drive overall growth in liabilities, retail assets, and investment products across the banks product suite to ensure portfolio profitability.
- Client Profiling: Conduct detailed client profiling and track business opportunities using the bank's CRM (Customer Relationship Management) tools.
- Product Communication: Keep clients informed about current product launches, feature enhancements, and service updates.
- Service & Risk Management: Resolve customer queries/complaints within the defined Turnaround Time (TAT), monitor accounts for risk mitigation, and adhere to ethical service standard

Qualifications

- Graduate or Post-Graduate with 6-7 years experience in HNI Clients Dealing.

Salary: 6 LPA to 12 LPA

📌 Relationship Manger - HNI (Delhi)
🏢 MAXTALENT
📍 Delhi