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Strong employer brand, common senior sales title, and mid-level experience amplify competition.
High because HNW banking relationships and certifications are industry-specific and less transferable.
Explicit 4+ years requirement plus AMFI/IRDA certifications increase filtering strictness.
Drive new customer acquisition and expand liabilities among High Net Worth individuals categorized as priority customers.
Cross-sell bank products and inform customers about new or enhanced offerings to deepen banking relationships.
Plan special sales initiatives and coordinate with other group companies to deliver integrated product access and maintain detailed relationship records.
Graduate or Post Graduate degree mandatory.
Minimum 4 years of relevant experience in banking or financial services dealing with High Net Worth Customers.
Certification from AMFI or IRDA is required.
Work Experience Required: 4+ years in relationship management or similar roles.
Experienced in managing and growing relationships with High Net Worth individuals in banking or financial services.
Proven skills in cross-selling financial products and driving customer acquisition through direct efforts.
Comfortable coordinating cross-functionally to provide integrated product solutions and maintain detailed client records.