HNI Relationship Manager - (Mapped Portfolio) Top Banks - Bangalore

Rekrut India

8 - 13 years

10 - 15 Lacs

bengaluru

Posted:None| Platform:

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Skills Required

hni casa mutual fund wealth insurance savings account amfi nri liability nism third party product retail bank investment fixed deposit portfolio tpp current account irda liabilities branch bank banca

Work Mode

Work from Office

Job Type

Full Time

Job Description

HNI Relationship Manager, Sales | Leading Banks | 100% Leads

Location:

Experience:

CTC:

Manage High Net-Worth Individual (HNI) clients with a dedicated portfolio
100% leads provided focus on conversions and long-term relationship building
Responsible for managing and growing mapped HNI/UHNI portfolios
Acquire new HNI/UHNI customers and initiate relationships
Achieve business targets across cross-selling, portfolio enhancement, and upgrades
Profile clients and offer tailored financial products based on their needs
Drive sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading, etc.
Act as the single point of contact for all HNI customer needs in the branch
Deliver high-quality servicing and proactive client engagement

How to Apply:

selvi.sai@upgrad.com

Thanks & Regards,

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