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HNI Relationship Manager

2 - 5 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Seeking a dynamic HNI RM to manage and enhance customer relationships with HNI clients. The role involves deepening existing relationships by offering banking and investment solutions tailored to customer needs. Responsibilities Manage and grow relationships with high-net-worth customers. Provide personalized financial solutions and advisory services. Drive sales of banking, investment, and insurance products. Ensure compliance with bank policies and regulatory requirements. Deliver excellent customer service to enhance loyalty and retention. Qualifications Graduate/Postgraduate with 2-5 years of banking/wealth management experience. Strong knowledge of financial products and services. Excellent communication and relationship management skills.

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