Relationship Manager - Senior Partner - Pioneer Private

Mintskill HR Solutions LLP; India; Remote; INR 900,000 - 1,300,000; Full time

Job summary

Pioneer Private invites experienced Relationship Managers to join its private banking team in key Indian locations. The role focuses on acquiring, growing and deepening HNI customer relationships through proactive relationship management, addressing financial, banking and investment needs.

You will be the face of the bank to high net worth clients, handling complex portfolios and driving cross-sell opportunities while ensuring AML compliance and client satisfaction.

Qualifications

• Graduate with Experience in Retail Branch Banking as Relationship Manager for HNI / Business Banking having portfolio of clients mapped.

Responsibilities

• Generate new business to achieve defined sales targets.
• Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Manage the key performance indicators at the highest level.
• Have complete knowledge of the customer base in terms of profile, demographics & psychographics and assets in the Bank and in other places.
• Sales: Achieve the Targets set in terms of product mix.
• Achieve best in class productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross sale targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.
• Integration Management: Manage the customer transition with utmost sensitivity.
• Awareness of all the policies and procedures issued in relation to money laundering prevention.
• Ensure compliance with these policies and procedures on an ongoing basis.
• Any suspicious transaction must immediately be reported to the supervising officer.

Skills

Relationship management

Sales

Customer service

Education

Graduate

Job description

Relationship Manager - Senior Partner - Pioneer Private

Mumbai, Pune, Nashik, Nagpur, Delhi, Noida, India | Posted on 07/30/2025

• State/Province Maharashtra
• Country India

Job Description

JOBSUMMARY-

RelationshipManagement profile involving acquiring, growing and deepening HNI customerrelationships through effective relationship management. Focusing on theanalysis and satisfaction of HNI Customers' financial, banking, investment andbusiness needs and objectives. Provide theface of the Bank to the high net worth customers of the Bank.

Detailed Responsibilities:

• Generate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieveincrease in share of wallet and revenues.
  
• Provide professional customer service to achieve a highpercentage of customer wallet share and satisfaction leading to clientretention and growth.
  
• Ensure ongoing self-development. Manage the portfolio tode-risk against attrition and achieve stability of book.
  
• Manage the key performance indicators at the highestlevel.
  
• Have complete knowledge of the customer base in terms ofthe profile, demographics & psychographics and assets in the Bank andin other places.
  
• Sales Achieve the Targets set in terms of product mix.
  
• Achieve best in class productivity in order tomaximize the efficacy of the sales process
  
• Achieve the budgeted cross sell targets.
  
• Aggressive Sales call plans to acquire large prospectivecustomers through referrals.
  
• Ensure coverage of customer base in accordance with theGroup approved Relationship Matrix.
  
• Integration Management Manage the customer transitionwith utmost sensitivity.
  
• Awareness of all the policies and procedures issued inrelation to money laundering prevention.
  
• Ensure compliance with these policies and procedures onan ongoing basis.
  
• Any suspicious transaction must immediately be reportedto the supervising officer.
  

Requirements

Graduate with Experience in Retail Branch Banking as Relationship Manager for HNI / Business Banking having portfolio of clients mapped.

Who are 'PIONEER' Private customers ?

A Savings Account or Current Account with an Average Quarterly Balance of Rs. 10,00,000 (group based) and above. Alternatively, a Net Relationship Value of Rs. 30,00,000 (group based) and above with an Average Quarterly Balance of Rs. 1,00,000 (group based) and above in a Savings or Current Account.

Looking for finest relationship managers, who then will be backed by an extensive network of specialists, at PIONEER Private, company believes in providing the best innovative solutions for its clients.