Posted By: I Mates Consultants | Posted on: May 21, 2020
India Bengaluru/Bangalore
800000-1500000 RS

Profile - Relationship Manager | HNI Clients handling | For A Leading Bank

Scope of the role - Responsible for acquiring HNI customers and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.


1) Acquire new customers who meet product criteria and flag them on the system

2) Acquiring new HNI/UHNI clients for the bank

3) Deepening the exisiting relationships by providing various investments and financial solutions to the clients.

4) Prepare proper client base reports and relationship records.

5) Work to achieve the individual revenue target.

Ideal Candidate - Candidate who experienced in Handling HNI clients for multiple products can be considered for the same - candidates from Banks, Securities,Telecom,Insurance.. can be considered

securities hni insurance Telecom

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