Relationship Manager-Insignia

Planet Solutions; Hyderabad, Chennai District, Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Planet Solutions in Hyderabad, India seeks a seasoned Affluent/HNI Relationship Manager to grow client portfolios and drive wealth product sales. You will acquire liabilities, deepen relationships, and cross-sell banking solutions while meeting revenue and portfolio targets.

The ideal candidate has strong experience in wealth management and client acquisition, with a proven ability to cross-sell and retain high-net-worth clients in a competitive market.

Qualifications

• Strong experience in Affluent/HNI relationship management and wealth management.
• Portfolio handling, liability acquisition and investment sales.
• Proven ability in client acquisition and cross-selling.

Responsibilities

• Manage and grow Affluent/HNI client portfolios.
• Drive wealth and investment product sales.
• Acquire liabilities and new customers; deepen relationships.
• Cross-sell banking products and achieve revenue targets.

Skills

Affluent/HNI relationship management

Wealth management

Portfolio handling

Investment sales

Cross-selling

Client acquisition

Job description

Manage and grow Affluent/HNI client portfolios, drive wealth and investment product sales, acquire liabilities and new customers, deepen relationships, cross-sell banking products, ensure retention, and achieve revenue and portfolio targets.

Required Candidate profile

Strong experience in Affluent/HNI relationship management, wealth management, portfolio handling, liability acquisition and investment sales. Proven ability in client acquisition, cross-selling.