W
Worldotalent
HNI Relationship Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹900,000 – ₹1,400,000 / year
Location:
Amritsar, Punjab, India
Work mode:
Onsite
Published on:
22 August 2026
What they need
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
- Develop and maintain a deep understanding of each client's financial goals, risk tolerance, and investment objectives.
- Identify cross-selling opportunities for various banking products such as deposits, credit cards, loans, etc. to enhance client portfolios.
- Monitor market trends and economic indicators to make informed investment recommendations to clients.
Job Requirements :
- 4-10 years of experience in HNI sales or related field like CASA sales or portfolio management.
- Strong knowledge of wealth management principles and practices.
- Excellent communication skills with ability to build strong relationships with high net worth individuals.
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