Relationship Manager (Female) - A private Bank

Openmind Hr Solutions; Jaipur; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Openmind Hr Solutions seeks an experienced Relationship Manager to lead the HNI/NRI banking and investments portfolio in Jaipur. You will build and expand high-value client relationships, deliver tailored financial solutions, and ensure service excellence across Liabilities and Investments for UHNI segments.

You will drive cross-selling across investments, mutual funds, insurance, and other banking products, meet revenue targets, and maintain portfolio quality through active engagement with

Qualifikationen

• Experience in managing HNI/NRI client relationships.
• Ability to upsell investments, mutual funds, and insurance.
• Strong knowledge of banking products and risk compliance.

Aufgaben

• Manage banking and investments relationships for HNI/NRI clients.
• Grow Liabilities & Investment business from HNI/NRI segments.
• Develop and expand client relationships with service excellence.
• Sell full range of consumer and commercial products to HNI/NRI clients.
• Drive revenue and wallet share while maintaining portfolio quality.

Jobbeschreibung

This is Female only demand + Returnee female candidate

Role & responsibilities

• Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
• Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment..
• Identifies current and potential relationship with additional revenue potential and grow business.
• Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
• Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships.
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
• Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance.