Opening For Insignia Relationship Manager

Boyen Haddin

5 - 11 Years
40 Openings
8.0 - 16.0 Lac/Yr
Posted 7 days ago
Face-to-Face interview
Mumbai

Key Skills

HNI Client Handling HNI Sales Casa Manager Retail Liabilities HNI Relationship Manager

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Job Description

position: insignia relationship manager

location: mumbai

role overview

the insignia rm is responsible for managing ultra-high-net-worth (uhnw) clients/hni, offering personalized wealth and banking solutions to grow wallet share, deepen relationships, and deliver exceptional service.

key responsibilities:

manage a portfolio of elite uhnw /hni clients.

offer customized investment and banking solutions (mfs, aifs, pms, bonds, insurance, etc.).

ensure high levels of client engagement, retention, and satisfaction.

acquire new high-value clients through referrals and networks.

achieve revenue and product penetration targets.

maintain strict compliance with regulatory and internal policies.

candidate profile:

graduate/postgraduate with 5+ years in wealth/private banking.

intrested canidates can directly apply by sharing cv on