- Acquire new HRI clients with the bank’s defined threshold. - Expand the existing client book by tapping into referrals, corporate tie-ups, and market leads. - Conduct need-based financial discussions to onboard suitable products. - Act as a dedicated point of contact for all banking and wealth requirements of HRI customers. - Conduct periodic portfolio reviews and financial health checks. - Strengthen client relationships to maximise wallet share and reduce attrition. - Offer investment solutions including Mutual Funds, Bonds, Insurance, Structured Deposits, and other liability & asset products. - Understand clients’ risk profile and recommend customised financial planning. - Drive revenue across investment, liabilities, insurance, and loan products. - Coordinate with operations and service teams for seamless onboarding and transactions. - Ensure quick redressal of client concerns with high service standards. - Maintain strong adherence to SLAs and turnaround times. - Ensure strict adherence to KYC, AML, and regulatory guidelines. - Maintain accurate documentation, client profiling, and suitability assessments. - Uphold high ethical standards and client confidentiality.
Job Title
HNI | Relationship Manager