Affluent RM/PRM- Leading Bank

BharatHire.Com Private Limited; Navi Mumbai, Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

BharatHire.Com Private Limited in Navi Mumbai seeks a dynamic HNI Relationship Manager to manage high net-worth portfolios and drive priority business.

You will develop relationships across liabilities, assets and fee products, implement targeted sales plans, and expand the customer base while upholding exceptional service standards.

Strong expertise in handling large HNI clients and familiarity with licensing or compliance requirements (NISM/IRDA/AMFI preferred) are highly valued.

Qualifications

• Experience managing large HNI client portfolios.
• Strong customer service and interpersonal skills.
• Preference for NISM/IRDA/AMFI certification.

Responsibilities

• Develop and manage relationships with HNI clients for priority business.
• Generate business actions across liabilities, assets and fees.
• Implement a sales plan to acquire new HNI clients and grow the book.

Skills

HNI portfolio

Customer service

Sales planning

Job description

• Developed new and Existing High Net worth (HNI) Customer relationships for priority business.
• Generate business actions across liabilities, assets, and fee products.
• Implement a sales plan to acquire new HNI clients and increase the customer base.

Required Candidate profile

• Strong expertise in portfolio handling of big HNI customers.
• Aptitude to deliver high-quality customer service using organizational/interpersonal skills.
• NISM/IRDA/AMFI can be strongly preferred.