Senior Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individual (HNI) clients, providing personalized financial solutions and services to meet their needs.
• Develop and maintain strong relationships with existing HNI clients, identifying opportunities for cross-selling and upselling various investment products.
• Identify new business prospects through networking, referrals, and market research to expand the client base.
• Collaborate with internal teams such as sales, trading, and operations to ensure seamless delivery of services.

Job Requirements :

• 8-15 years of experience in retail branch banking or similar industry.
• Proven track record in managing HNI client handling and portfolio management.
• Strong understanding of third party products such as mutual funds, insurance policies, etc.