Platinum Relationship Manager

Dream Solution Indore; Mumbai; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Dream Solution Indore seeks a High Net Worth (HNI) Relationship Manager to manage a portfolio of HNI clients, integrating all Bank products and resources to maximize value and profitability for both the Bank and the client.

The role focuses on growing Liabilities Investment business from the HNI segment, increasing CASA balances, and ensuring risk mitigation while migrating clients across segments using multi-channel delivery, CRM-driven processes, and a strong service ethos.

Job description

Role & responsibilities

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks' Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client

Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment.

Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer

Proactively and timely identifies potential problem accounts and formulates appropriate risk mitigation strategies.

Manage customer migration between segments, sub-segments and the HNI business.

Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.

Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment

Ensure all sales activity is recorded online as per the organizational process (CRM)

Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets

Informs customers about new products or product enhancements to further expand the banking relationship

Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities