Relationship Manager – HNI Banking Sales

We are seeking a driven and client-focused Relationship Manager to grow and nurture relationships with High-Net-Worth Individuals (HNIs). In this role, you will leverage your expertise in banking sales and wealth solutions to acquire new HNI customers and deliver a superior client experience. If you have 2–7 years of success in HNI acquisition and portfolio management, we invite you to join our dynamic team and help shape our clients’ financial journeys.

Responsibilities:

1. Identify, prospect, and onboard new High-Net-Worth Individuals (HNIs) to expand the bank’s premium customer base.
2. Manage and deepen existing HNI relationships through proactive engagement, needs analysis, and tailored financial solutions.
3. Cross-sell a full suite of banking and investment products to achieve individual and team revenue targets.
4. Conduct regular portfolio reviews to monitor performance, assess risk tolerance, and recommend product refinements.
5. Coordinate with internal product, credit, and operations teams to ensure seamless service delivery for HNI clients.
6. Maintain up-to-date knowledge of market trends, investment products, and regulatory changes to provide informed advice.
7.



Prepare and present periodic sales pipelines, client reports, and performance dashboards to senior management.
8. Ensure adherence to all compliance, KYC, and AML guidelines in every client interaction.

Requirements:

1. Bachelor’s degree in Finance, Business, Economics, or a related field.
2. 2–7 years of proven experience in HNI sales, acquisition, or wealth/retail banking roles.
3. Demonstrated success in sourcing, onboarding, and managing HNI clients with measurable revenue growth.
4. Strong knowledge of banking, investment, and wealth management products.
5. Excellent communication, negotiation, and relationship-building skills.
6. Sound understanding of regulatory and compliance requirements in the banking sector.
7. Proficiency with CRM systems and MS Office applications.

Nice to Have:

1. Qualified certifications such as CFP, CFA, NISM, or equivalent.
2. Existing network of HNI clients within the local market.
3. Experience in portfolio advisory or discretionary portfolio management.
4. Ability to speak multiple regional languages for broader client engagement.
5. Exposure to digital banking platforms and fintech solutions.

📌 Relationship Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai