Relationship Manager - HNI

Updated: April 09, 2024 12:48 AM GMT

Workassist

Kolkata, West Bengal

Job Details

Job Type : Full Time

Role : Experienced

Min Salary : 6 Lakh

Max Salary : 10 Lakh

Experience : 2 to 7 Yrs

Locality : Kolkata

Eligibility : Graduation

Company : Leading Private Bank

Category : Banking

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time on-site role for a Relationship Manager - HNI. The Relationship Manager - HNI will be responsible for building and maintaining relationships with high net worth individuals (HNIs). They will be required to understand the needs of HNIs and provide them with customized solutions. The Relationship Manager - HNI will also be responsible for managing client portfolios and ensuring customer satisfaction.
• Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of wealth products like Insurance, Investments etc.
• Ensure quality of sourcing by acquiring Potential Clients.
•... More Detail