We are looking for ang experienced Relationship Manager to manage and grow a portfolio of High Net Worth (HNI) customers. The role involves customer acquisition, relationship deepening, wealth management, cross-selling banking and investment products, and delivering an exceptional customer experience
Key Responsibilities
- Manage and grow relationships with Priority/HNI customers.
- Acquire new customers through referrals and market sourcing.
- Increase wallet share through investments, insurance, and banking products.
- Provide customized financial and wealth solutions based on customer needs.
- Achieve business targets across liabilities, investments, and third-party products.
- Maintain customer profiles, CRM records, and regulatory compliance (KYC/SEBI)
Desired Skills
- Strong client relationship and stakeholder management.
- Excellent communication and sales skills.
- Good understanding of banking, wealth, and investment products.
- Ability to identify customer needs and provide suitable financial solutions.
- Robust networking, problem-solving, and target-orientation.
Eligibility
- Graduate/Postgraduate from a recognized institution.
- 6-10 years of experience in Priority Banking, Wealth Management, Private Banking, or HNI Relationship Management.
- Proficiency in English and local language.