As a Relationship Manager, you will acquire and manage high-net-worth individual (HNI) clients, build long-term relationships, and drive revenue growth through personalized service and strategic portfolio management.
Requirements
- Acquire new HNI clients and expand existing relationships
- Conduct in-depth profiling of clients to understand their financial needs
- Drive business across liabilities, assets, and fee-based products
- Perform regular portfolio reviews and present investment options
- Maintain consistent client engagement through weekly/monthly calls and meetings
- Resolve client queries within defined turnaround times
- Collaborate with internal teams to ensure seamless service delivery
- Organize and participate in special sales initiatives and client events
- Ensure strict adherence to bank policies and regulatory guidelines
Benefits
- Competitive salary
- Benefits package
- Opportunities for career growth and professional development