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HNI Relationship Manager | Branch Banking

india, Maharashtra, Nagpur

Full–time

Posted on: a month ago

  • Client Relationship Management:
  • Manage a portfolio of HNI clients.
  • Build strong, long-term relationships and act as a trusted financial advisor.
  • Revenue Generation:
  • Drive revenue through cross-selling of wealth products such as Mutual Funds, Insurance, PMS, Bonds, and Structured Products.
  • Achieve AUM (Assets Under Management) and revenue targets.
  • Portfolio Management:
  • Regularly review client portfolios and provide investment advisory based on market trends.
  • Ensure asset allocation aligns with client risk profile.
  • New Client Acquisition:
  • Source new HNI clients through referrals, networking, and market mapping.
  • Increase customer base and wallet share.
  • Customer Service:
  • Deliver superior customer experience and ensure prompt resolution of queries.
  • Maintain high levels of client satisfaction and retention.
  • Compliance & Risk:
  • Ensure adherence to all regulatory and internal compliance guidelines.
  • Maintain proper documentation and KYC norms.