Private Banking Relationship Manager HNI Vertical

3 days ago

Bhubaneswar Nagpur Surat, India Executive Resource Consultants Full time ₹ 20,00,000 - ₹ 40,00,000 per year

If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at

Key Responsibilities

  • Client Acquisition & Relationship Management:
  • Identify and attract new HNI clients through strategic efforts and referrals.
  • Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.

  • Ensure high levels of client engagement and satisfaction.

  • Financial Planning & Solutions:

  • Understand clients' unique financial goals and aspirations.
  • Provide customized financial planning, portfolio management, and wealth management services.

  • Develop strategies that align with clients' risk appetites and return expectations.

  • Business Development:

  • Expand the client base and increase market penetration.
  • Maintain a strong pipeline of prospective clients.

  • Collaborate with other parts of the bank to identify new business opportunities.

  • Expertise & Market Knowledge:

  • Possess deep knowledge of financial markets and various investment products.
  • Keep clients informed about market trends and provide strategic financial advice.
  • Stay updated on the evolving financial needs and preferences of the next generation of HNIs.

Essential Skills

  • Strong client relationship management and interpersonal skills.
  • Expertise in financial markets, investments, and wealth management.
  • Entrepreneurial and self-driven attitude.
  • Excellent communication and networking abilities

AGE: Maximum- 38 years

THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

PERKS & BENEFITS:* CTC Upto 40Lacs + Bonus+ Home Loan Benefits.

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