
Senior Relationship Manager
3 weeks ago
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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