Role- Relationship Manager -HNI

Key Responsibilities:

Acquire and onboard new HNI clients through referrals, networking, and market mapping.
Manage and grow an existing portfolio of HNI clients.
Cross-sell wealth and banking products such as Mutual Funds, PMS, Bonds, Structured Products, CASA, Term Deposits, Insurance, and Lending solutions.
Provide customized investment advisory aligned with client risk appetite and financial goals.
Achieve revenue, AUM, CASA, and cross-sell targets.
Ensure high standards of service delivery and client retention.
Monitor portfolio performance and provide periodic investment reviews.
Ensure compliance with regulatory and internal policies.
Coordinate with product, credit, and operations teams for seamless client servicing.

Relationship Manager -HNI