Acquire new HRI clients with the banks 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 maximize 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 customized 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.

Private Wealth | Relationship Manager