T
Talchemy Solutions
Senior Relationship Manager
Skills
Market Research
2 months ago
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Important information
Contract type:
Permanent
Location:
Chennai, Tamil Nadu, India
Work mode:
Onsite
Published on:
20 August 2026
What they need
Roles and Responsibilities :
- Manage a portfolio of high net worth individual (HNI) clients, providing personalized financial solutions and services to meet their needs.
- Develop and maintain strong relationships with existing HNI clients, identifying opportunities for cross-selling and upselling various investment products.
- Identify new business prospects through networking, referrals, and market research to expand the client base.
- Collaborate with internal teams such as sales, trading, and operations to ensure seamless delivery of services.
Job Requirements :
- 8-15 years of experience in retail branch banking or similar industry.
- Proven track record in managing HNI client handling and portfolio management.
- Strong understanding of third party products such as mutual funds, insurance policies, etc.
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