Relationship Manager – HNI Banking

1 week ago

mumbai, India DOHA BANK Full time

Role Objective

  • Responsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc
  • Target segment would be Resident and NRI customers in the HNI category and not mass market customers
  • Responsible for client acquisition and deepening and ensure a smooth on-boarding experience of customers
  • Identification and addition of new channels for growth of asset & liabilities business of the bank
  • Provide market feedback on retail bank’s products and processes viz those available in the market.
  • Ensure best service standards to existing set of customers, engage with them and provide all support/services in consultation with operations team.
  • Maintain the quality of the portfolio for the bank.


Role and Responsibilities

  • Ensure buildup of liability balance sheet through NTB customer acquisition and deepen existing set of customers in the HNI category.
  • Generate revenue through sales of third-party products viz. Life, General Insurance, Mutual Funds and also cross sell banking products viz. Housing Loan, Loan against deposits, Remittances, PIS accounts etc.
  • Portfolio management to ensure quality and profitably.
  • Work closely with the Branch Manager for all day-to-day activities of the branch but works independently for daily routine/repetitive decisions.
  • Ensure a complete engagement with HNI customers on a regular basis and ensure that Doha Bank becomes their primary banker.
  • Work in close coordination with HNI Banking team for innovative product launch as per customer requirement.
  • Engage with assigned overseas locations for maximizing business and volumes
  • Adhering to the KYC norms laid for the purpose of account opening and conduct by the RBI.


Education, Experience and Skills Required

  • 5+ years of banking experience in building priority / preferred banking business for the bank in the HNI space
  • Strong knowledge of NRI proposition is also required.
  • Bachelor’s / Master’s in Business Administration / Business Economics
  • Aggressive salesperson and a go-getter who could work under pressure and defined targets.
  • Possess good servicing and relationship management skills.
  • Needs to have a good knowledge of Liability products, TPP products viz. MF, Life, General Insurance etc.
  • Candidate must be willing and capable of working as an individual contributor and building their own book. Possess reasonable HNI customer base or willing to acquire on their strength.
  • Good interpersonal skills, communication skills both written and oral and a pleasing personality.
  • Should be well versed in basic computer skills.

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