HNI Relationship Manager Peoplemint Consultants

  • company name Peoplemint Consultants
  • working location Office Location
  • job type Full Time

Experience: 2 - 2 years required

Pay:

Salary Information not included

Type: Full Time

Location: Kolkata

Skills: Relationship management, Banking, Financial advisory, Sales, Compliance, Customer Service, Investment Solutions

About Peoplemint Consultants

Job Description

Seeking a dynamic HNI RM to manage and enhance customer relationships with HNI clients. The role involves deepening existing relationships by offering banking and investment solutions tailored to customer needs. Responsibilities Manage and grow relationships with high-net-worth customers. Provide personalized financial solutions and advisory services. Drive sales of banking, investment, and insurance products. Ensure compliance with bank policies and regulatory requirements. Deliver excellent customer service to enhance loyalty and retention. Qualifications Graduate/Postgraduate with 2-5 years of banking/wealth management experience. Strong knowledge of financial products and services. Excellent communication and relationship management skills.,