Job Purpose

To manage and lead a team responsible for handling High-Net-Worth Individual (HNI) clients, developing corporate business relationships, driving revenue growth, and achieving sales targets through premium banking and financial products.

Key Responsibilities

- Team Management: Lead, guide, and monitor the HNI sales team to achieve assigned business targets.

- HNI Client Acquisition: Identify and acquire HNI customers, corporate clients, business owners, and key decision-makers.

- Corporate Relationship Management: Build and maintain robust relationships with corporates, promoters, directors, and senior executives.

- Sales & Revenue Growth: Drive sales of banking products, investments, insurance, loans, and other financial solutions, depending on the company's portfolio.

- Business Development: Generate leads through corporate tie-ups, referrals, networking,



and market activities.

- Client Portfolio Management: Ensure excellent service, customer retention, cross-selling, and upselling to existing HNI clients.

- Performance Monitoring: Track team productivity, individual targets, lead conversion, revenue, and overall business performance.

- Stakeholder Coordination: Work closely with relationship managers, operations, credit, and product teams to ensure smooth client servicing.

- Compliance: Ensure adherence to KYC, AML, internal policies, and applicable regulatory requirements.

- MIS & Reporting: Prepare sales reports, pipeline updates, achievement reports, and business forecasts for senior management.

📌 CSM-Banca HNI (Bengaluru)
🏢 Skywings Advisors
📍 Bengaluru