Relationship Manager - Private Banking

Mintskill HR Solutions LLP; India; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Mintskill HR Solutions LLP is seeking a proactive professional for Client Acquisition & Business Development across multiple locations in India. The role focuses on identifying, acquiring, and onboarding High Net-Worth Individuals (HNIs) with portfolios of ₹1 crore and above, while leveraging networks to generate new business opportunities.

You will manage relationships with senior HNI clients, deliver tailored financial planning, and collaborate with various banking teams to provide holistic

Qualifications

• Strong command of English communication, with excellent presentation and interpersonal skills.
• Proven track record in HNI acquisition and independently managing high-value client relationships.
• Deep knowledge of investment products, capital markets, and financial planning strategies.
• Collaborative mindset to work with peers and cross-functional teams for client benefit.

Responsibilities

• Identify, acquire, and onboard new HNI and Ultra-HNI clients with portfolios of ₹1 crore+.
• Generate new business opportunities in the assigned geography leveraging networks and relationships.
• Conduct regular in-person client meetings, portfolio reviews, and prospecting sessions to grow AUM.
• Build and deepen relationships to enhance client retention and share of wallet.
• Coordinate with internal banking divisions to offer holistic financial solutions.
• Provide personalized financial planning and asset allocation recommendations.

Skills

English communication

Presentation skills

Interpersonal skills

HNI acquisition

Client relationship mgmt

Investment products knowledge

Capital markets knowledge

Cross-functional collaboration

Job description

Multiple locations - India, India | Posted on 10/23/2025

Client Acquisition & Business Development

Proactively identify, acquire, and onboard new High Net-Worth Individuals (HNIs) and Ultra-HNIs with a relationship size of ₹1 crore and above.

Leverage existing personal network and strong client relationships to generate new business opportunities in the assigned geography.

Conduct regular in-person client meetings, portfolio reviews, and prospecting sessions to achieve targeted growth in Assets Under Management (AUM).

Relationship Management & Growth

Build, nurture, and deepen long-term relationships with existing HNI clients to enhance client retention and increase share of wallet.

Ensure delivery of superior service standards while maintaining high ethical and regulatory compliance in client dealings.

Coordinate with internal teams across banking divisions to provide holistic financial solutions tailored to clients' needs.

Assess customer needs based on risk profile, income, financial goals, and market outlook to provide personalized financial planning solutions.

Recommend asset allocation and wealth management strategies across Equity, Debt, Mutual Funds, Alternative Investments, PMS, AIFs, and Structured Products.

Demonstrate strong knowledge of capital markets, macro-economic trends, and asset classes to provide timely and well-informed investment advice.

Product & Market Knowledge

Possess strong technical understanding of investment products, including Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Bonds, Mutual Funds, and Insurance Solutions.

Stay updated on market movements, product innovations, and regulatory guidelines to ensure client portfolios are aligned with current opportunities and risks.

Targets & Business Growth

Consistently deliver assigned sales and revenue targets by developing strategies for cross-selling multiple financial products.

Work towards growing AUM through acquisition as well as cross-selling to existing clients, thereby maximizing wallet share.

Compliance & Certifications

Adhere to all compliance, risk, and regulatory frameworks laid down by the firm and governing authorities.

NISM certifications (such as NISM V-A, Mutual Fund Distribution, or relevant Investment Advisory certifications) are highly desirable and will be considered an added advantage.

Requirements

Skills & Requirements

Strong command over English communication, with excellent presentation and interpersonal skills.

Ability to engage with senior HNI clients with confidence and professionalism to build trust and credibility.

Proven track record in HNI acquisition and ability to independently manage high-value client relationships.

Deep knowledge of investment products, capital markets, and financial planning strategies.

Collaborative mindset to work closely with peers and cross-functional teams for client benefit