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HNI Relationship Manager

8-13 Years
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Job Description

Job Description / Responsibilities:

  • Manage a portfolio of High Net-Worth Individuals (HNI) and Ultra-HNI clients, ensuring high levels of client satisfaction and portfolio growth.
  • Leverage 100% provided leads to convert prospects and build long-term, trusted client relationships.
  • Acquire new HNI/UHNI customers and initiate strategic banking relationships.
  • Achieve business targets related to portfolio growth, cross-selling, and client upgrades.
  • Profile clients to understand their financial needs and offer customized investment, insurance, and banking products.
  • Drive sales across multiple banking products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading.
  • Act as a single point of contact for all banking needs of HNI clients within the branch.
  • Provide proactive, high-quality servicing and consistent client engagement to ensure loyalty and retention.
  • Maintain compliance with internal processes, documentation standards, and regulatory guidelines.

Qualifications:

  • Bachelor's degree in Finance, Business, or a related field (MBA preferred)
  • 36 years of experience in Relationship Management, Wealth Management, or Priority Banking
  • Proven experience in handling HNI/UHNI clients and cross-selling banking/financial products
  • Strong knowledge of investment, liability, and asset products
  • Certification in AMFI/IRDA/NISM preferred

More Info

Job Type:
Employment Type:
Open to candidates from:
Indian

About Company

upGrad Rekrut is a leading recruitment and staffing solutions brand that supports organizations in building their human capital. Rekrut India started its journey in August 2020 with a vision to be one of the largest recruitment & staffing company in India. In January 2021, Rekrut India was acquired by upGrad, one of the largest EdTech companies in Asia offering higher education for working professionals, and was rebranded as upGrad Rekrut. Today, Rekrut India is a 100% upGrad-owned brand. In the dynamic world of today, when the future is both exciting and unpredictable, the talent acquisition strategy of organizations has become fluid and complex. Traditional recruitment practices aren’t designed to match up to the requirements of the new realities and lag behind the speed of today’s rising companies. upGrad Rekrut simplifies hiring for organizations, it’s expertise, pioneering solutions, extensive network and patented technology reduces the complexity of the recruitment process and ensures that organizations always stay ahead of change. Partnering with upGrad has provided an adrenaline boost for Rekrut’s ability to provide talent solutions, with access to upGrad’s pool of future-ready learners. This adds another channel of service for upGrad Rekrut to provide organizations, comprising of upskilled talent, which is a critical factor for success in today’s VUCA world. In a short period of time, upGrad Rekrut has managed to make a significant impact in the recruitment and staffing industry due to its unrelenting focus on the 4 key aspects that deliver competitive and holistic recruitment solutions: expertise, products, network & technology. upGrad Rekrut’s core strength is its people, who are united by the following organizational values, which is practiced by one and all: Customer Centricity Integrity Growth Mindset Ownership Thus, enabling upGrad Rekrut to deliver a WOW experience to their clients. upGrad Rekrut is proud to be ISO 9001 2015 certified.

Job ID: 123756761