Senior Relationship Manager

2 hours ago

Hyderabad, Telangana, India Talent21 Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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).

  • Senior Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India beBeeRelationship Full time US$ 15,00,000 - US$ 20,00,000

    Job Title: Senior Relationship ManagerThe role of a Senior Relationship Manager is pivotal in client satisfaction, project success, and team leadership.Key responsibilities include:Project ManagementOversee the entire project lifecycle ensuring timely delivery and efficient resource allocation.Develop comprehensive project plans to mitigate risks and address...

  • Senior Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India Maxiom Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job description Senior Relationship ManagerLocation : Hyderabad & Bangalore (WFO)Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our dynamic team. We are looking for a client-centric individual with a proven track record of building and maintaining strong...

  • Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India IndusInd Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clients Overall Job DescriptionTo acquire new clients through leads and family accounts grouping To grow the...

  • Senior Relationship Officer

    2 weeks ago

    Hyderabad, Telangana, India Education Loan Processing Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionEducation Loan Processing is an education management company based in Newington, Virginia. We specialize in providing comprehensive solutions for education loans, making higher education accessible to students. Our mission is to assist students in achieving their academic goals by offering dedicated support and tailored loan processing...

  • Senior Institutional Relationship Manager

    1 week ago

    Hyderabad, Telangana, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title: Senior Institutional Relationship ManagerWe are seeking a highly skilled professional to develop and maintain strong relationships with key institutional clients in the educational sector.The ideal candidate will have 3-6 years of experience in B2B sales, key account management, and possess excellent communication and problem-solving skills.Key...

  • Senior Client Relationship Manager

    7 days ago

    Hyderabad, Telangana, India beBeeClient Full time ₹ 20,00,000 - ₹ 25,00,000

    Key Position Summary:The ideal candidate will be responsible for developing strong, long-term relationships with global clients.Main Job Responsibilities:Clients Management and RelationsBuild, maintain and enhance business relationships with existing client accounts.Serve as the internal advocate for clients to ensure their needs are well-represented across...

  • Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India AMUS SOFT - Transforming Your Business Digitally Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role Overview We are seeking experienced and highly motivated Relationship Managers to join our growing team in Hyderabad. As a Relationship Manager working the night shift, you will be the primary point of contact and trusted advisor for our US-based clients. You will be responsible for fostering strong, long-lasting partnerships, ensuring successful...

  • Asst. Relationship Manager

    1 week ago

    Hyderabad, Telangana, India EduSkills Foundation® Full time

    Company Description EduSkills Foundation is a non-profit organization dedicated to creating an Industry 4.0 ready digital workforce in India. We are committed to transforming teaching methodologies and the ICT-based education system in India. This is a full-time on-site role for an Assistant Relationship Manager at EduSkills Foundation, located in...

  • Asst. Relationship Manager

    1 week ago

    Hyderabad, Telangana, India EduSkills Foundation® Full time

    Company Description EduSkills Foundation is a non-profit organization dedicated to creating an Industry 4.0 ready digital workforce in India. We are committed to transforming teaching methodologies and the ICT-based education system in India. This is a full-time on-site role for an Assistant Relationship Manager at EduSkills Foundation, located in...

  • Senior Recruitment Relationship Manager

    4 days ago

    Hyderabad, Telangana, India Allegis Global Solutions Full time

    Company Description Working at Allegis Global Solutions AGS is more than just a job It is a career It is a community of people who invest in your development and empower you to blaze your own trail Each of us is here to create a real measurable impact that moves needles We operate beyond roles or jobs to realize the opportunity to make meaningful...