HNI | Relationship Manager
1 week ago
- 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.
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