Senior Relationship Manager

5 hours ago

Hyderabad, India Talent21 Full time

Dear Candidate ,

we are hiring for the position Senior Relationship Manager -HNI

Exp : Min 7.0 yrs to 10 yrs in Banking Sales .

Location : Hyderabad .

Job Title: HNI Client Relationship Manager / HNI Client Advisor

Job Summary:

We are seeking an experienced and highly motivated HNI Client Relationship Manager to manage and grow our portfolio of high-net-worth individuals. The ideal candidate will be responsible for providing exceptional client service, personalized financial advice, and proactive relationship management to meet clients' unique financial goals.

Key Responsibilities:

  • Relationship Management:

  • Build, maintain, and enhance long-term relationships with existing HNI and UHNI clients.

  • Act as the single point of contact for clients financial and service needs.

  • Client Acquisition & Retention:

  • Identify and acquire new HNI clients through networking, referrals, and market intelligence.

  • Develop customized strategies to retain and grow the client base.

  • Financial Advisory:

  • Provide holistic financial advice on investments, estate planning, insurance, and other wealth management products.

  • Monitor clients' portfolios and provide regular performance updates.

  • Service Excellence:

  • Ensure timely resolution of client queries, issues, and service requests.

  • Deliver a superior customer experience by understanding and anticipating client needs.

  • Compliance & Risk Management:

  • Ensure adherence to internal policies, procedures, and regulatory requirements.

  • Maintain up-to-date documentation and records as per compliance standards.

  • Market Intelligence:

  • Keep abreast of financial markets, products, and competitors.

  • Share relevant market insights and opportunities with clients.

Key Requirements:

  • Bachelors or Master's degree in Finance, Business Administration, or related field.
  • 5+ years of experience in handling HNI/UHNI clients in banking, finance, wealth management, or related fields.
  • Strong understanding of financial products (MFs, PMS, AIFs, insurance, real estate, etc.).
  • Excellent interpersonal, communication, and presentation skills.
  • High level of professionalism, integrity, and client-centric approach.
  • Ability to work independently and manage high-pressure situations.
  • Certifications such as CFP, CFA, or NISM (preferred but not mandatory).

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