HNI Relationship Manager

Job Description / Responsibilities:

• Manage a portfolio of High Net-Worth Individuals (HNI) and Ultra-HNI clients, ensuring high levels of client satisfaction and portfolio growth.
• Leverage 100% provided leads to convert prospects and build long-term, trusted client relationships.
• Acquire new HNI/UHNI customers and initiate strategic banking relationships.
• Achieve business targets related to portfolio growth, cross-selling, and client upgrades.
• Profile clients to understand their financial needs and offer customized investment, insurance, and banking products.
• Drive sales across multiple banking products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading.
• Act as a single point of contact for all banking needs of HNI clients within the branch.
• Provide proactive, high-quality servicing and consistent client engagement to ensure loyalty and retention.
• Maintain compliance with internal processes, documentation standards, and regulatory guidelines.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field (MBA preferred)
• 3–6 years of experience in Relationship Management, Wealth Management, or Priority Banking
• Proven experience in handling HNI/UHNI clients and cross-selling banking/financial products
• Strong knowledge of investment, liability, and asset products
• Certification in AMFI/IRDA/NISM preferred