Key Responsibilities:
Manage and develop relationships with HNI customers.
Acquire new affluent/HNI clients and expand the customer base.
Drive business across liabilities, assets and fee-based products.
Understand client investment needs and provide suitable financial solutions.
Conduct regular portfolio reviews and maintain robust client relationships.
Ensure excellent customer service and timely resolution of queries.
Drive revenue growth while ensuring compliance with banking regulations.
What We Are Looking For:
Experience in HNI/Affluent Relationship Management.
Robust client acquisition and portfolio management skills.
Excellent communication and interpersonal skills.
Solid sales orientation and customer relationship capabilities.