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Relationship Manager - HNI Banking
ConfidentialBengaluru / Bangalore30+ days ago
Job descriptionBachelor's degree in Finance, Business Administration, or a related field; an MBA is preferred. 12-18 years of experience in relationship management, preferably in private banking or wealth management. Strong understanding of financial products and services, including investment strategies, estate planning, and tax optimization. Excellent communication and interpersonal skills to build trust and rapport with clients. Proficient in financial analysis and the use of CRM software to manage client relationships effectively. Ability to work in a fast-paced environment and handle multiple client portfolios simultaneously.
Description
We are seeking an experienced Relationship Manager for our HNI Banking division. The ideal candidate will have a proven track record in managing relationships with high-net-worth clients, providing exceptional service, and delivering customized financial solutions.
Responsibilities
- Develop and maintain relationships with high-net-worth individuals (HNI) to understand their financial needs and provide tailored banking solutions.
- Conduct regular meetings and follow-ups to ensure customer satisfaction and retention.
- Collaborate with product teams to offer the best investment products and services suited for HNI clients.
- Monitor market trends and provide clients with timely advice on investment opportunities.
- Prepare and present financial proposals and reports to clients.
- Achieve sales targets and contribute to the overall growth of the HNI banking portfolio.
Skills and Qualifications
Interested candidates can contact on 9567466620 for more info or apply via [HIDDEN TEXT]
Skills Required
Portfolio Management, Client Acquisition, Wealth Advisory, Financial Analysis, investment strategies, Relationship Building
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Relationship Manager • Bengaluru / Bangalore
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