Relationship Manager (Affluent)

Openmind Hr Solutions; Jalandhar, Amritsar, Vadodara; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

Openmind Hr Solutions in India is seeking an experienced Relationship Manager to deepen ties with HNI/UHNI clients. You will acquire new affluent customers through referrals, drive growth in CASA and deposits, and cross-sell wealth, insurance, investment, and lending products.

You will conduct regular portfolio reviews, ensure compliance with KYC and bank policies, and achieve revenue and acquisition targets while delivering superior service.

Qualifikationen

• Graduate/Postgraduate from a recognized university.
• 6–9 years in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
• Strong Sales and customer relationship management.

Aufgaben

• Manage and deepen relationships with HNI/UHNI customers.
• Acquire new affluent and high-value customers through referrals and market sourcing.
• Drive growth in CASA, Fixed Deposits, and third-party products.
• Cross-sell Wealth, Insurance, Investment, and Lending products.
• Deliver superior customer service and ensure high customer satisfaction.
• Conduct regular portfolio reviews and identify opportunities for relationship expansion.
• Achieve assigned business, revenue, and customer acquisition targets.
• Ensure compliance with bank policies, KYC, and regulatory guidelines.

Kenntnisse

Relationship management

Sales

Premium Banking

Ausbildung

Graduate/Postgraduate

Jobbeschreibung

Role & responsibilities :

• Manage and deepen relationships with HNI/UHNI customers.
• Acquire new affluent and high-value customers through referrals and market sourcing.
• Drive growth in CASA, Fixed Deposits, and third-party products.
• Cross-sell Wealth, Insurance, Investment, and Lending products.
• Deliver superior customer service and ensure high customer satisfaction.
• Conduct regular portfolio reviews and identify opportunities for relationship expansion.
• Achieve assigned business, revenue, and customer acquisition targets.
• Ensure compliance with bank policies, KYC, and regulatory guidelines.

Preferred candidate profile

• Graduate/Postgraduate from a recognized university.
• 6-9 years of experience in Retail Banking, Relationship Management, Wealth Management, or Premium Banking.
• Strong Sales and customer relationship management.