Waytogo Consultants logo

HNI | Relationship Manager

0 years

0 Lacs

ludhiana punjab india

Posted:3 days ago| Platform: Linkedin logo

Apply

Skills Required

portfolio risk drive service onboarding documentation profiling

Work Mode

On-site

Job Type

Full Time

Job Description

  • Acquire new HRI clients with the bank’s defined threshold.
  • Expand the existing client book by tapping into referrals, corporate tie-ups, and market leads.
  • Conduct need-based financial discussions to onboard suitable products.
  • Act as a dedicated point of contact for all banking and wealth requirements of HRI customers.
  • Conduct periodic portfolio reviews and financial health checks.
  • Strengthen client relationships to maximise wallet share and reduce attrition.
  • Offer investment solutions including Mutual Funds, Bonds, Insurance, Structured Deposits, and other liability & asset products.
  • Understand clients’ risk profile and recommend customised financial planning.
  • Drive revenue across investment, liabilities, insurance, and loan products.
  • Coordinate with operations and service teams for seamless onboarding and transactions.
  • Ensure quick redressal of client concerns with high service standards.
  • Maintain strong adherence to SLAs and turnaround times.
  • Ensure strict adherence to KYC, AML, and regulatory guidelines.
  • Maintain accurate documentation, client profiling, and suitability assessments.
  • Uphold high ethical standards and client confidentiality.

More Jobs at Waytogo Consultants

Wealth Circle Head Banking

Surat, Vadodara

10 - 20 yrs
|

INR 20 - 35 Lacs

Private Wealth Manager / Leader

Hyderabad, Chennai, Bengaluru

5 - 10 yrs
|

INR 20 - 35 Lacs

Large Corporate - Working Capital Manager

Noida, Gurugram, Delhi / NCR

2 - 7 yrs
|

INR 9 - 16 Lacs

Compliance- MF / PMS / AIF

Mumbai, Navi Mumbai, Mumbai (All Areas)

8 - 13 yrs
|

INR 15 - 27 Lacs

Area Manager- Wealth RM

Mumbai, Navi Mumbai, Mumbai (All Areas)

7.0 - 12.0 yrs
|

INR 12 - 22 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Waytogo Consultants logo
Waytogo Consultants

Consulting

San Francisco

RecommendedJobs for You

Waytogo Consultants logo

HNI | Relationship Manager

Waytogo Consultants

ludhiana, punjab, india

Waytogo Consultants logo

HNI | Relationship Manager

Waytogo Consultants

ludhiana, punjab, india